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Disclosery

CWC Advisors, LLC.: AMG position timeline

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

CWC Advisors, LLC. held 10,932 AMG 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 10,932 shares
    Change vs previous 13F -377 shares

    1.64% of the 13F portfolio, value $3,699,389.

    13F-HR 0001941040-26-000433 filed by CWC Advisors, 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 11,309 shares
    Change vs previous 13F -691 shares

    1.49% of the 13F portfolio, value $3,129,201.

    13F-HR 0001941040-26-000223 filed by CWC Advisors, 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 12,000 shares
    Change vs previous 13F -4,309 shares

    1.67% of the 13F portfolio, value $3,459,360.

    13F-HR 0001941040-26-000043 filed by CWC Advisors, 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 16,309 shares
    Change vs previous 13F -160 shares

    1.9% of the 13F portfolio, value $3,888,555.

    13F-HR 0001941040-25-000544 filed by CWC Advisors, 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 16,469 shares
    Change vs previous 13F +446 shares

    1.67% of the 13F portfolio, value $3,240,605.

    13F-HR 0001941040-25-000345 filed by CWC Advisors, 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 16,023 shares
    Change vs previous 13F +5,190 shares

    1.53% of the 13F portfolio, value $2,692,345.

    13F-HR 0001941040-25-000232 filed by CWC Advisors, 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 10,833 shares
    Change vs previous 13F +141 shares

    2% of the 13F portfolio, value $2,003,238.

    13F-HR 0001520683-25-000001 filed by CWC Advisors, 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 10,692 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $1,901,038.

    13F-HR 0001520683-24-000002 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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