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Disclosery

RTD Financial Advisors, Inc.: GWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RTD Financial Advisors, Inc. on GWX, newest first. How the timeline and the estimate are built.

RTD Financial Advisors, Inc. held 120,797 GWX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 120,797 shares
    Change vs previous 13F -4,097 shares

    0.6% of the 13F portfolio, value $5,504,720.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 124,894 shares
    Change vs previous 13F -741 shares

    0.6% of the 13F portfolio, value $5,465,362.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    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 125,635 shares
    Change vs previous 13F -861 shares

    0.65% of the 13F portfolio, value $5,305,567.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    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 126,496 shares
    Change vs previous 13F -2,849 shares

    0.63% of the 13F portfolio, value $5,168,627.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    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 129,345 shares
    Change vs previous 13F -1,956 shares

    0.62% of the 13F portfolio, value $5,197,083.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    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 131,301 shares
    Change vs previous 13F -314 shares

    0.62% of the 13F portfolio, value $4,881,772.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    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 131,615 shares
    Change vs previous 13F -792 shares

    0.57% of the 13F portfolio, value $4,206,416.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    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 132,407 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,102,631.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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