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180 WEALTH ADVISORS, LLC: CAG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 180 WEALTH ADVISORS, LLC on CAG, newest first. How the timeline and the estimate are built.

180 WEALTH ADVISORS, LLC held 97,298 CAG shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,298 shares
    Change vs previous 13F +40,253 shares

    0.13% of the 13F portfolio, value $1,309,631.

    13F-HR 0001730817-26-000004 filed by 180 WEALTH ADVISORS, 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 57,045 shares
    Change vs previous 13F +9,581 shares

    0.1% of the 13F portfolio, value $896,747.

    13F-HR 0001730817-26-000002 filed by 180 WEALTH ADVISORS, 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 47,464 shares
    Change vs previous 13F +22,373 shares

    0.09% of the 13F portfolio, value $821,602.

    13F-HR 0001730817-26-000001 filed by 180 WEALTH ADVISORS, 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 25,091 shares
    Change vs previous 13F +10,831 shares

    0.06% of the 13F portfolio, value $459,416.

    13F-HR 0001730817-25-000002 filed by 180 WEALTH ADVISORS, 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 14,260 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $291,902.

    13F-HR 0001085146-25-004341 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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