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Disclosery

Crown Wealth Group, LLC: MINT position timeline

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

Crown Wealth Group, LLC held 14,873 MINT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,873 shares
    Change vs previous 13F +7,269 shares

    0.38% of the 13F portfolio, value $1,499,306.

    13F-HR 0002085853-26-000791 filed by Crown Wealth Group, 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 7,604 shares
    Change vs previous 13F +3,291 shares

    0.22% of the 13F portfolio, value $764,784.

    13F-HR 0002085853-26-000447 filed by Crown Wealth Group, 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 4,313 shares
    Change vs previous 13F -1,729 shares

    0.12% of the 13F portfolio, value $432,779.

    13F-HR 0002085853-26-000126 filed by Crown Wealth Group, 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 6,042 shares
    Change vs previous 13F +1,602 shares

    0.18% of the 13F portfolio, value $608,419.

    13F-HR 0002085853-25-000126 filed by Crown Wealth Group, 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 4,440 shares
    Change vs previous 13F -652 shares

    0.17% of the 13F portfolio, value $446,381.

    13F-HR 0001667731-25-000836 filed by Crown Wealth Group, 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 5,092 shares
    Change vs previous 13F -14,690 shares

    0.27% of the 13F portfolio, value $512,334.

    13F-HR 0001667731-25-000523 filed by Crown Wealth Group, 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 19,782 shares
    Change vs previous 13F +10,217 shares

    0.81% of the 13F portfolio, value $1,984,940.

    13F-HR 0001667731-25-000203 filed by Crown Wealth Group, 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 9,565 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $963,058.

    13F-HR 0001845698-24-000005 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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