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Disclosery

MOTIVE WEALTH ADVISORS: GBIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOTIVE WEALTH ADVISORS on GBIL, newest first. How the timeline and the estimate are built.

MOTIVE WEALTH ADVISORS held 0 GBIL shares at 2025-09-30 per its 13F-HR filed 2025-10-20.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -3,221 shares

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 3,221 shares
    Change vs previous 13F -4,819 shares

    0.15% of the 13F portfolio, value $322,583.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 8,040 shares
    Change vs previous 13F -600 shares

    0.43% of the 13F portfolio, value $805,447.

    13F-HR 0001754960-25-000208 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 8,640 shares
    Change vs previous 13F -196 shares

    0.46% of the 13F portfolio, value $863,309.

    13F-HR 0001754960-25-000046 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 8,836 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $884,307.

    13F-HR 0001754960-24-000502 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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