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Disclosery

HMS Capital Management, LLC: CWB position timeline

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

HMS Capital Management, LLC held 65,653 CWB 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 65,653 shares
    Change vs previous 13F -1,113 shares

    2.65% of the 13F portfolio, value $7,078,654.

    13F-HR 0001689470-26-000003 filed by HMS Capital Management, 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 66,766 shares
    Change vs previous 13F -3,414 shares

    2.36% of the 13F portfolio, value $6,110,469.

    13F-HR 0001689470-26-000002 filed by HMS Capital 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 ended2025-12-31
    13F 70,180 shares
    Change vs previous 13F +874 shares

    2.59% of the 13F portfolio, value $6,260,096.

    13F-HR 0001689470-26-000001 filed by HMS Capital 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 ended2025-09-30
    13F 69,306 shares
    Change vs previous 13F +11,048 shares

    2.64% of the 13F portfolio, value $6,272,157.

    13F-HR 0001689470-25-000003 filed by HMS Capital Management, 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 58,258 shares
    Change vs previous 13F +21,891 shares

    2.17% of the 13F portfolio, value $4,815,646.

    13F-HR 0001667731-25-000744 filed by HMS Capital Management, 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 36,367 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $2,633,352.

    13F-HR 0001667731-25-000636 filed by HMS Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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