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GWN Securities Inc.CoreConcentrated trader

CIK: 0001265905 | Palm Beach Gardens, FL

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR486$598.0M2026-08-05SEC ↗
Q1 2026
13F-HR462$522.6M2026-05-15SEC ↗
Q4 2025
13F-HR440$494.2M2026-02-11SEC ↗
Q3 2025
13F-HR393$432.0M2025-10-27SEC ↗
Q2 2025
13F-HR395$539.2M2025-08-01SEC ↗
Q1 2025
13F-HR689$1.8B2025-05-15SEC ↗
Q4 2024
13F-HR357$374.1M2025-02-10SEC ↗