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Disclosery

CHANNEL WEALTH LLC: CWBC position timeline

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

CHANNEL WEALTH LLC held 9,646 CWBC 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 9,646 shares
    Change vs previous 13F -43 shares

    0.06% of the 13F portfolio, value $259,092.

    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 9,689 shares
    Change vs previous 13F -367 shares

    0.05% of the 13F portfolio, value $225,754.

    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 10,056 shares
    Change vs previous 13F -705 shares

    0.06% of the 13F portfolio, value $226,260.

    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 10,761 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $224,259.

    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 10,761 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $209,947.

    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 10,761 shares
    Change vs previous 13F -756 shares

    0.06% of the 13F portfolio, value $198,863.

    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 11,517 shares
    Change vs previous 13F -333 shares

    0.07% of the 13F portfolio, value $223,084.

    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 11,850 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $228,231.

    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).