Skip to content
Disclosery

CHANNEL WEALTH LLC: SRI position timeline

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

CHANNEL WEALTH LLC held 50,450 SRI 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 50,450 shares
    Change vs previous 13F +1,800 shares

    0.08% of the 13F portfolio, value $369,294.

    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 48,650 shares
    Change vs previous 13F +16,850 shares

    0.06% of the 13F portfolio, value $234,980.

    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 31,800 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $184,122.

    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).