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Brady Martz Wealth Solutions, LLC: CWI position timeline

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

Brady Martz Wealth Solutions, LLC held 177,774 CWI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,774 shares
    Change vs previous 13F -535 shares

    1.09% of the 13F portfolio, value $7,230,069.

    13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, 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 178,309 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $6,524,326.

    13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, 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 178,309 shares
    Change vs previous 13F -535 shares

    1.13% of the 13F portfolio, value $6,404,859.

    13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, 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 178,844 shares
    Change vs previous 13F -7,796 shares

    1.13% of the 13F portfolio, value $6,245,232.

    13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, 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 186,640 shares
    Change vs previous 13F +484 shares

    1.18% of the 13F portfolio, value $6,095,662.

    13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, 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 186,156 shares
    Change vs previous 13F +1,506 shares

    1.25% of the 13F portfolio, value $5,506,494.

    13F-HR 0002049470-25-000004 filed by Brady Martz Wealth Solutions, 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 184,650 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $5,101,880.

    13F-HR 0002049470-25-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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