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GILPIN WEALTH MANAGEMENT, LLC: CWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GILPIN WEALTH MANAGEMENT, LLC on CWB, newest first. How the timeline and the estimate are built.

GILPIN WEALTH MANAGEMENT, LLC held 13,908 CWB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,908 shares
    Change vs previous 13F -320 shares

    0.95% of the 13F portfolio, value $1,407,212.

    13F-HR 0002058144-26-000008 filed by GILPIN WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,228 shares
    Change vs previous 13F -70 shares

    1.06% of the 13F portfolio, value $1,534,063.

    13F-HR 0002058144-26-000006 filed by GILPIN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 14,298 shares
    Change vs previous 13F -510 shares

    1.04% of the 13F portfolio, value $1,308,553.

    13F-HR 0002058144-26-000004 filed by GILPIN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 14,808 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,320,874.

    13F-HR 0002058144-26-000002 filed by GILPIN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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