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Aletheian Wealth Advisors LLC: CWB position timeline

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

Aletheian Wealth Advisors LLC held 35,612 CWB shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,612 shares
    Change vs previous 13F +2,316 shares

    1.45% of the 13F portfolio, value $3,603,183.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 33,296 shares
    Change vs previous 13F +2,919 shares

    1.53% of the 13F portfolio, value $3,590,003.

    13F-HR 0002085853-26-000663 filed by Aletheian 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 ended2026-03-31
    13F 30,377 shares
    Change vs previous 13F -3,209 shares

    1.36% of the 13F portfolio, value $2,780,075.

    13F-HR 0002085853-26-000305 filed by Aletheian 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 33,586 shares
    Change vs previous 13F +274 shares

    1.41% of the 13F portfolio, value $3,039,495.

    13F-HR 0002085853-25-000252 filed by Aletheian 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 33,312 shares
    Change vs previous 13F +2,787 shares

    1.35% of the 13F portfolio, value $2,753,575.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth Advisors 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 30,525 shares
    Change vs previous 13F +375 shares

    1.31% of the 13F portfolio, value $2,338,770.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth Advisors 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 30,150 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $2,348,398.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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