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National Wealth Management Group, LLC: GSY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of National Wealth Management Group, LLC on GSY, newest first. How the timeline and the estimate are built.

National Wealth Management Group, LLC held 18,869 GSY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,869 shares
    Change vs previous 13F +2,047 shares

    0.29% of the 13F portfolio, value $946,296.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 16,822 shares
    Change vs previous 13F +5,026 shares

    0.31% of the 13F portfolio, value $843,105.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 11,796 shares
    Change vs previous 13F +3,235 shares

    0.21% of the 13F portfolio, value $592,748.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 8,561 shares
    Change vs previous 13F -1,025 shares

    0.16% of the 13F portfolio, value $430,073.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 9,586 shares
    Change vs previous 13F -524 shares

    0.27% of the 13F portfolio, value $480,664.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 10,110 shares
    Change vs previous 13F -52,098 shares

    0.33% of the 13F portfolio, value $506,733.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 62,208 shares
    Change vs previous 13F -142 shares

    2.07% of the 13F portfolio, value $3,117,231.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 62,350 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $3,128,741.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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