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Lee, Kelleher & Klein Wealth Management: GSLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lee, Kelleher & Klein Wealth Management on GSLC, newest first. How the timeline and the estimate are built.

Lee, Kelleher & Klein Wealth Management held 56,541 GSLC shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 56,541 shares
    Change vs previous 13F -1,930 shares

    4.22% of the 13F portfolio, value $8,200,769.

    13F-HR 0002063827-26-000005 filed by Lee, Kelleher & Klein Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 58,471 shares
    Change vs previous 13F -1,529 shares

    4.34% of the 13F portfolio, value $8,296,450.

    13F-HR 0002063827-26-000004 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 60,000 shares
    Change vs previous 13F -2,154 shares

    4.47% of the 13F portfolio, value $7,507,800.

    13F-HR 0002063827-26-000002 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 62,154 shares
    Change vs previous 13F -242 shares

    4.91% of the 13F portfolio, value $8,227,325.

    13F-HR 0002063827-26-000001 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 62,396 shares
    Change vs previous 13F -1,194 shares

    5.01% of the 13F portfolio, value $8,128,951.

    13F-HR 0002063827-25-000004 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 63,590 shares
    Change vs previous 13F -350 shares

    5.13% of the 13F portfolio, value $7,718,554.

    13F-HR 0002063827-25-000003 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 63,940 shares
    Change vs previous 13F -380 shares

    5.18% of the 13F portfolio, value $7,038,515.

    13F-HR 0002063827-25-000002 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 64,320 shares
    Change vs previous 13F not available

    5.28% of the 13F portfolio, value $7,408,378.

    13F-HR 0001085146-25-002176 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).