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Advisory Alpha, LLC: CWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Alpha, LLC on CWB, newest first. How the timeline and the estimate are built.

Advisory Alpha, LLC held 10,682 CWB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,682 shares
    Change vs previous 13F -9,236 shares

    0.03% of the 13F portfolio, value $1,151,856.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, 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 19,918 shares
    Change vs previous 13F -534 shares

    0.05% of the 13F portfolio, value $1,822,973.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, 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 20,452 shares
    Change vs previous 13F -790 shares

    0.05% of the 13F portfolio, value $1,824,451.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, 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 21,242 shares
    Change vs previous 13F -71 shares

    0.05% of the 13F portfolio, value $1,954,128.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, 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 21,313 shares
    Change vs previous 13F -1,484 shares

    0.05% of the 13F portfolio, value $1,761,796.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 22,797 shares
    Change vs previous 13F -2,111 shares

    0.06% of the 13F portfolio, value $1,746,725.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, 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 24,908 shares
    Change vs previous 13F -3,115 shares

    0.07% of the 13F portfolio, value $1,940,141.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 28,023 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,146,397.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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