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Disclosery

180 WEALTH ADVISORS, LLC: CNC position timeline

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

180 WEALTH ADVISORS, LLC held 8,881 CNC 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 8,881 shares
    Change vs previous 13F +2,198 shares

    0.06% of the 13F portfolio, value $570,071.

    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 6,683 shares
    Change vs previous 13F +199 shares

    0.02% of the 13F portfolio, value $218,801.

    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 6,484 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $266,817.

    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).