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Disclosery

Goodman Advisory Group, LLC: CWB position timeline

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

Goodman Advisory Group, LLC held 526,030 CWB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 526,030 shares
    Change vs previous 13F +3,148 shares

    13.04% of the 13F portfolio, value $56,716,560.

    13F-HR 0001864123-26-000010 filed by Goodman Advisory Group, 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 522,882 shares
    Change vs previous 13F -13,432 shares

    12.42% of the 13F portfolio, value $47,854,165.

    13F-HR 0001864123-26-000003 filed by Goodman Advisory Group, 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 536,314 shares
    Change vs previous 13F -7,026 shares

    11.77% of the 13F portfolio, value $47,839,203.

    13F-HR 0001864123-26-000001 filed by Goodman Advisory Group, 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 543,340 shares
    Change vs previous 13F +45,353 shares

    12.24% of the 13F portfolio, value $49,172,396.

    13F-HR 0001864123-25-000008 filed by Goodman Advisory Group, 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 497,987 shares
    Change vs previous 13F +497,987 shares

    13.99% of the 13F portfolio, value $41,163,612.

    13F-HR 0001864123-25-000006 filed by Goodman Advisory Group, 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/A 0 shares
    Change vs previous 13F -160,760 shares

    13F-HR/A 0001864123-25-000004 filed by Goodman Advisory Group, 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.

  7. period ended2024-12-31
    13F 160,760 shares
    Change vs previous 13F +8,873 shares

    3.69% of the 13F portfolio, value $12,521,589.

    13F-HR 0001864123-25-000001 filed by Goodman Advisory Group, 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 151,887 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $11,633,031.

    13F-HR 0001864123-24-000005 filed by Goodman Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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