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ADIRONDACK RETIREMENT SPECIALISTS, INC.: CWH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADIRONDACK RETIREMENT SPECIALISTS, INC. on CWH, newest first. How the timeline and the estimate are built.

ADIRONDACK RETIREMENT SPECIALISTS, INC. held 305,294 CWH shares at 2023-09-30 per its 13F-HR filed 2023-10-24.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 305,294 shares
    Change vs previous 13F +62,519 shares

    4.84% of the 13F portfolio, value $6,231,040.

    13F-HR 0001754960-23-000296 filed by ADIRONDACK RETIREMENT SPECIALISTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 242,775 shares
    Change vs previous 13F -108,141 shares

    5.73% of the 13F portfolio, value $7,307,512.

    13F-HR 0001841016-23-000006 filed by ADIRONDACK RETIREMENT SPECIALISTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F/A 350,916 shares
    Change vs previous 13F -261,816 shares

    5.69% of the 13F portfolio, value $6,835,834.

    13F-HR/A 0001841016-23-000005 filed by ADIRONDACK RETIREMENT SPECIALISTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F/A 612,732 shares
    Change vs previous 13F +19,234 shares

    15.43% of the 13F portfolio, value $13,676,167.

    13F-HR/A 0001841016-23-000003 filed by ADIRONDACK RETIREMENT SPECIALISTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 593,498 shares
    Change vs previous 13F -7,537 shares

    14.5% of the 13F portfolio, value $15,027,000.

    13F-HR 0001841016-22-000001 filed by ADIRONDACK RETIREMENT SPECIALISTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 601,035 shares
    Change vs previous 13F +398,192 shares

    14.25% of the 13F portfolio, value $13,962,000.

    13F-HR 0001754960-22-000191 filed by ADIRONDACK RETIREMENT SPECIALISTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 202,843 shares
    Change vs previous 13F -235,551 shares

    12.15% of the 13F portfolio, value $13,582,000.

    13F-HR 0001754960-22-000079 filed by ADIRONDACK RETIREMENT SPECIALISTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 438,394 shares
    Change vs previous 13F not available

    15.44% of the 13F portfolio, value $17,711,000.

    13F-HR 0001754960-22-000024 filed by ADIRONDACK RETIREMENT SPECIALISTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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