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Disclosery

FourThought Financial Partners, LLC: CWAN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FourThought Financial Partners, LLC on CWAN, newest first. How the timeline and the estimate are built.

FourThought Financial Partners, LLC held 0 CWAN shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -43,684 shares

    13F-HR 0001765380-25-000495 filed by FourThought Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 43,684 shares
    Change vs previous 13F +5,477 shares

    0.09% of the 13F portfolio, value $957,983.

    13F-HR 0001765380-25-000355 filed by FourThought Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 38,207 shares
    Change vs previous 13F -1,096 shares

    0.11% of the 13F portfolio, value $1,023,938.

    13F-HR 0001765380-25-000174 filed by FourThought Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 39,303 shares
    Change vs previous 13F -1,719 shares

    0.11% of the 13F portfolio, value $1,081,637.

    13F-HR 0001765380-25-000043 filed by FourThought Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 41,022 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,035,797.

    13F-HR 0001765380-24-000449 filed by FourThought Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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