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Warren Street Wealth Advisors, LLC: GII position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Warren Street Wealth Advisors, LLC on GII, newest first. How the timeline and the estimate are built.

Warren Street Wealth Advisors, LLC held 155,331 GII shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,331 shares
    Change vs previous 13F +4,033 shares

    2.66% of the 13F portfolio, value $11,760,081.

    13F-HR 0002085853-26-000803 filed by Warren Street 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 ended2026-03-31
    13F 151,298 shares
    Change vs previous 13F -12,039 shares

    2.94% of the 13F portfolio, value $11,501,696.

    13F-HR 0002085853-26-000398 filed by Warren Street 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 ended2025-12-31
    13F 163,337 shares
    Change vs previous 13F +1,982 shares

    3.27% of the 13F portfolio, value $11,396,053.

    13F-HR 0002085853-26-000146 filed by Warren Street 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 ended2025-09-30
    13F 161,355 shares
    Change vs previous 13F -9,558 shares

    3.37% of the 13F portfolio, value $11,228,686.

    13F-HR 0002085853-25-000113 filed by Warren Street 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 ended2025-06-30
    13F 170,913 shares
    Change vs previous 13F +8,566 shares

    3.82% of the 13F portfolio, value $11,507,906.

    13F-HR 0001667731-25-000879 filed by Warren Street 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 ended2025-03-31
    13F 162,347 shares
    Change vs previous 13F +8,681 shares

    3.94% of the 13F portfolio, value $10,065,500.

    13F-HR 0001667731-25-000406 filed by Warren Street 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 ended2024-12-31
    13F 153,666 shares
    Change vs previous 13F +3,690 shares

    3.73% of the 13F portfolio, value $9,092,404.

    13F-HR 0001667731-25-000165 filed by Warren Street 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 ended2024-09-30
    13F 149,976 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $9,252,034.

    13F-HR 0001703496-24-000005 filed by Warren Street Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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