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Disclosery

CHANNEL WEALTH LLC: CARY position timeline

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

CHANNEL WEALTH LLC held 1,339,350 CARY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,339,350 shares
    Change vs previous 13F +141,391 shares

    6.24% of the 13F portfolio, value $27,831,686.

    13F-HR 0001975550-26-000004 filed by CHANNEL WEALTH 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 1,197,959 shares
    Change vs previous 13F +45,065 shares

    6.03% of the 13F portfolio, value $24,885,082.

    13F-HR 0001975550-26-000003 filed by CHANNEL WEALTH 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 1,152,894 shares
    Change vs previous 13F +71,751 shares

    6.08% of the 13F portfolio, value $24,009,594.

    13F-HR 0001975550-26-000001 filed by CHANNEL WEALTH 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 1,081,143 shares
    Change vs previous 13F +28,131 shares

    6.05% of the 13F portfolio, value $22,606,707.

    13F-HR 0001975550-25-000006 filed by CHANNEL WEALTH 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 1,053,012 shares
    Change vs previous 13F -154,215 shares

    6.19% of the 13F portfolio, value $21,902,645.

    13F-HR 0001831193-25-000005 filed by CHANNEL WEALTH 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 1,207,227 shares
    Change vs previous 13F +23,042 shares

    7.79% of the 13F portfolio, value $25,062,032.

    13F-HR 0001975550-25-000003 filed by CHANNEL WEALTH 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 1,184,185 shares
    Change vs previous 13F +116,206 shares

    7.94% of the 13F portfolio, value $24,382,377.

    13F-HR 0001975550-25-000001 filed by CHANNEL WEALTH 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 1,067,979 shares
    Change vs previous 13F not available

    7.45% of the 13F portfolio, value $22,630,473.

    13F-HR 0001975550-24-000009 filed by CHANNEL WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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