Current Market Value 522,600,800
Current Holdings 462
Most Recent File Date 2026-05-14
Total Filings on Record 6
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Gwn Securities Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2026-05-14 2026-03-31 13F-HR 462 522,601
2026-02-11 2025-12-31 13F-HR 440 494,239
2025-10-27 2025-09-30 13F-HR 393 432,027
2025-08-01 2025-06-30 13F-HR 395 539,187
2025-05-15 2025-03-31 13F-HR 689 1,773,028
2025-02-10 2024-12-31 13F-HR 357 374,120