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Alvarez & Marsal Private Wealth Partners, LLC: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alvarez & Marsal Private Wealth Partners, LLC on CB, newest first. How the timeline and the estimate are built.

Alvarez & Marsal Private Wealth Partners, LLC held 1,194 CB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,194 shares
    Change vs previous 13F -777 shares

    0.05% of the 13F portfolio, value $406,846.

    13F-HR 0001172661-26-003633 filed by Alvarez & Marsal Private Wealth Partners, 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 1,971 shares
    Change vs previous 13F +615 shares

    0.09% of the 13F portfolio, value $644,320.

    13F-HR 0001172661-26-001973 filed by Alvarez & Marsal Private Wealth Partners, 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 1,356 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $424,550.

    13F-HR 0001172661-26-000733 filed by Alvarez & Marsal Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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