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Disclosery

Guardian Capital, LLC: CWB position timeline

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

Guardian Capital, LLC held 54,212 CWB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,212 shares
    Change vs previous 13F +9,517 shares

    4.78% of the 13F portfolio, value $5,845,138.

    13F-HR 0002083963-26-000007 filed by Guardian Capital, 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 44,695 shares
    Change vs previous 13F +30,914 shares

    3.91% of the 13F portfolio, value $4,090,486.

    13F-HR 0002083963-26-000005 filed by Guardian Capital, 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 13,781 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,229,265.

    13F-HR 0002083963-26-000003 filed by Guardian Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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