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WealthTrak Capital Management LLC: GBIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthTrak Capital Management LLC on GBIL, newest first. How the timeline and the estimate are built.

WealthTrak Capital Management LLC held 118,041 GBIL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,041 shares
    Change vs previous 13F -44,909 shares

    7.78% of the 13F portfolio, value $11,823,009.

    13F-HR 0002052710-26-000003 filed by WealthTrak Capital Management 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 162,950 shares
    Change vs previous 13F +9,017 shares

    11.66% of the 13F portfolio, value $16,326,006.

    13F-HR 0002052710-26-000002 filed by WealthTrak Capital Management 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 153,933 shares
    Change vs previous 13F +130,996 shares

    11.02% of the 13F portfolio, value $15,384,095.

    13F-HR 0002052710-26-000001 filed by WealthTrak Capital Management 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 22,937 shares
    Change vs previous 13F -63,753 shares

    1.89% of the 13F portfolio, value $2,298,929.

    13F-HR 0002052710-25-000008 filed by WealthTrak Capital Management 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 86,690 shares
    Change vs previous 13F -49,553 shares

    7.25% of the 13F portfolio, value $8,681,955.

    13F-HR 0002052710-25-000004 filed by WealthTrak Capital Management 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 136,243 shares
    Change vs previous 13F -3,372 shares

    11.76% of the 13F portfolio, value $13,648,864.

    13F-HR 0002052710-25-000002 filed by WealthTrak Capital Management 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 139,615 shares
    Change vs previous 13F not available

    11.8% of the 13F portfolio, value $13,950,342.

    13F-HR 0002052710-25-000001 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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