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TOBIAS FINANCIAL ADVISORS, INC.: GWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOBIAS FINANCIAL ADVISORS, INC. on GWX, newest first. How the timeline and the estimate are built.

TOBIAS FINANCIAL ADVISORS, INC. held 89,497 GWX shares at 2026-06-30 per its 13F-HR/A filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 89,497 shares
    Change vs previous 13F -1,172 shares

    0.5% of the 13F portfolio, value $3,916,409.

    13F-HR/A 0001172661-26-004020 filed by TOBIAS FINANCIAL ADVISORS, INC.
    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 90,669 shares
    Change vs previous 13F -8,389 shares

    0.53% of the 13F portfolio, value $3,828,938.

    13F-HR 0001172661-26-001774 filed by TOBIAS 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 ended2025-12-31
    13F 99,058 shares
    Change vs previous 13F -868 shares

    0.57% of the 13F portfolio, value $4,047,496.

    13F-HR 0001172661-26-000762 filed by TOBIAS 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 ended2025-09-30
    13F 99,926 shares
    Change vs previous 13F -1,230 shares

    0.61% of the 13F portfolio, value $4,015,034.

    13F-HR 0001172661-25-004533 filed by TOBIAS 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 ended2025-06-30
    13F 101,156 shares
    Change vs previous 13F -7,176 shares

    0.64% of the 13F portfolio, value $3,760,983.

    13F-HR 0001172661-25-003109 filed by TOBIAS 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 ended2025-03-31
    13F 108,332 shares
    Change vs previous 13F -2,162 shares

    0.67% of the 13F portfolio, value $3,462,301.

    13F-HR 0001172661-25-002269 filed by TOBIAS 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 ended2024-12-31
    13F 110,494 shares
    Change vs previous 13F -1,174 shares

    0.69% of the 13F portfolio, value $3,423,667.

    13F-HR 0001172661-25-000818 filed by TOBIAS 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 ended2024-09-30
    13F 111,668 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $3,811,212.

    13F-HR 0001172661-24-004412 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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