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Disclosery

CWC Advisors, LLC.: SPY position timeline

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

CWC Advisors, LLC. held 571 SPY 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 571 shares
    Change vs previous 13F +12 shares

    0.19% of the 13F portfolio, value $426,406.

    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 559 shares
    Change vs previous 13F -677 shares

    0.17% of the 13F portfolio, value $363,540.

    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 1,236 shares
    Change vs previous 13F +657 shares

    0.41% of the 13F portfolio, value $842,853.

    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 579 shares
    Change vs previous 13F +53 shares

    0.19% of the 13F portfolio, value $385,718.

    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 526 shares
    Change vs previous 13F +44 shares

    0.17% of the 13F portfolio, value $324,989.

    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 482 shares
    Change vs previous 13F -10 shares

    0.15% of the 13F portfolio, value $269,626.

    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 492 shares
    Change vs previous 13F +10 shares

    0.29% of the 13F portfolio, value $288,351.

    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 482 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $276,552.

    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).