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Disclosery

1 NORTH WEALTH SERVICES LLC: CGW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1 NORTH WEALTH SERVICES LLC on CGW, newest first. How the timeline and the estimate are built.

1 NORTH WEALTH SERVICES LLC held 32,299 CGW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,299 shares
    Change vs previous 13F +308 shares

    0.69% of the 13F portfolio, value $2,123,013.

    13F-HR 0001641761-26-000003 filed by 1 NORTH WEALTH SERVICES 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 31,991 shares
    Change vs previous 13F +992 shares

    0.74% of the 13F portfolio, value $2,045,505.

    13F-HR 0001641761-26-000002 filed by 1 NORTH WEALTH SERVICES 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 30,999 shares
    Change vs previous 13F +889 shares

    0.69% of the 13F portfolio, value $1,953,281.

    13F-HR 0001641761-26-000001 filed by 1 NORTH WEALTH SERVICES 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 30,110 shares
    Change vs previous 13F +30,110 shares

    0.79% of the 13F portfolio, value $1,934,266.

    13F-HR 0001641761-25-000008 filed by 1 NORTH WEALTH SERVICES 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 0 shares
    Change vs previous 13F -30,523 shares

    13F-HR 0001641761-25-000005 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 30,523 shares
    Change vs previous 13F -3,434 shares

    0.79% of the 13F portfolio, value $1,699,826.

    13F-HR 0001641761-25-000004 filed by 1 NORTH WEALTH SERVICES 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 33,957 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,840,469.

    13F-HR 0001641761-25-000003 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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