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PALO ALTO WEALTH ADVISORS, LLC: GSIE position timeline

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

PALO ALTO WEALTH ADVISORS, LLC held 239,540 GSIE shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 239,540 shares
    Change vs previous 13F +31,661 shares

    2.93% of the 13F portfolio, value $10,058,305.

    13F-HR 0001951757-25-001406 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 207,879 shares
    Change vs previous 13F +12,388 shares

    3.12% of the 13F portfolio, value $8,244,466.

    13F-HR 0001951757-25-001091 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 195,491 shares
    Change vs previous 13F -6,708 shares

    2.9% of the 13F portfolio, value $7,448,208.

    13F-HR 0001951757-25-000562 filed by PALO ALTO WEALTH ADVISORS, LLC
    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 202,199 shares
    Change vs previous 13F +1,255 shares

    2.37% of the 13F portfolio, value $6,749,931.

    13F-HR 0001951757-25-000266 filed by PALO ALTO WEALTH ADVISORS, LLC
    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 200,944 shares
    Change vs previous 13F +9,482 shares

    2.92% of the 13F portfolio, value $7,059,163.

    13F-HR 0001951757-24-001178 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 191,462 shares
    Change vs previous 13F +6,743 shares

    4.45% of the 13F portfolio, value $6,442,687.

    13F-HR 0001951757-24-000747 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 184,719 shares
    Change vs previous 13F -27,204 shares

    4.47% of the 13F portfolio, value $6,334,026.

    13F-HR 0001951757-24-000420 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 211,923 shares
    Change vs previous 13F not available

    5.26% of the 13F portfolio, value $6,952,256.

    13F-HR 0001951757-24-000200 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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