Global Wealth Strategies & Associates CCI CROWN CASTLE INC COM

Ownership history in Global Wealth Strategies & Associates  ·  9 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported CROWN CASTLE INC COM (CCI) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows CCI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Wealth Strategies & Associates's position in CROWN CASTLE INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CCI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Global Wealth Strategies & Associates held CCI — position size vs. price
% of Fund (quarterly)    CCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 30.8% -7.0% 27 -12 -30.8% 0.00% $3K 2025-10-02 $92.11
2024 Q3 UNCHANGED 39 0% 0.00% $5K 2024-10-01 $108.83
2024 Q2 UNCHANGED 39 0% 0.00% $4K 2024-07-02 $85.92
2024 Q1 REDUCED 56.7% -7.9% 39 -51 -56.7% 0.00% $4K 2024-04-01 $92.54
2023 Q4 UNCHANGED 90 0% 0.00% $10K 2024-01-02 $102.04
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Global Wealth Strategies & Associates and CCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Wealth Strategies & Associates reported owning CCI?

Global Wealth Strategies & Associates reported CCI across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported CCI position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for CCI was 0.00% in 2023 Q4.

What is the latest reported CCI position on this page?

The most recent filing on this page is 2025 Q3, when Global Wealth Strategies & Associates reported 27 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this CCI ownership page compare?

The chart compares Global Wealth Strategies & Associates's quarterly CCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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