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Disclosery

POTENTIA WEALTH: GPIX position timeline

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

POTENTIA WEALTH held 51,325 GPIX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,325 shares
    Change vs previous 13F -899 shares

    1.17% of the 13F portfolio, value $2,852,105.

    13F-HR 0002052308-26-000004 filed by POTENTIA WEALTH
    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 52,224 shares
    Change vs previous 13F +236 shares

    1.01% of the 13F portfolio, value $2,613,301.

    13F-HR 0002052308-26-000003 filed by POTENTIA WEALTH
    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 51,988 shares
    Change vs previous 13F +21,998 shares

    1.01% of the 13F portfolio, value $2,744,942.

    13F-HR 0002052308-26-000001 filed by POTENTIA WEALTH
    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 29,990 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,566,377.

    13F-HR 0002052308-25-000007 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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