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Disclosery

CGC Financial Services, LLC: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CGC Financial Services, LLC on IWY, newest first. How the timeline and the estimate are built.

CGC Financial Services, LLC held 50,224 IWY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 50,224 shares
    Change vs previous 13F +2,277 shares

    3.29% of the 13F portfolio, value $14,811,560.

    13F-HR 0001992785-26-000006 filed by CGC Financial Services, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 47,947 shares
    Change vs previous 13F +9,695 shares

    3.13% of the 13F portfolio, value $13,934,357.

    13F-HR 0001992785-26-000004 filed by CGC Financial Services, 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 38,252 shares
    Change vs previous 13F -95 shares

    2.75% of the 13F portfolio, value $9,518,628.

    13F-HR 0001992785-26-000003 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 38,347 shares
    Change vs previous 13F +1,197 shares

    2.84% of the 13F portfolio, value $10,619,818.

    13F-HR 0001992785-26-000001 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 37,150 shares
    Change vs previous 13F +5,369 shares

    2.8% of the 13F portfolio, value $10,166,098.

    13F-HR 0001992785-25-000007 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 31,781 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $7,834,334.

    13F-HR 0001992785-25-000004 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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