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Disclosery

CWC Advisors, LLC.: SGOL position timeline

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

CWC Advisors, LLC. held 11,433 SGOL 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 11,433 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $437,084.

    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 11,433 shares
    Change vs previous 13F -3,114 shares

    0.24% of the 13F portfolio, value $510,140.

    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 14,547 shares
    Change vs previous 13F -515 shares

    0.29% of the 13F portfolio, value $597,591.

    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 15,062 shares
    Change vs previous 13F -4,301 shares

    0.27% of the 13F portfolio, value $554,432.

    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 19,363 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $610,709.

    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 19,363 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $577,405.

    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).