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Mascagni Wealth Management, Inc.: CWB position timeline

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

Mascagni Wealth Management, Inc. held 3,804 CWB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,804 shares
    Change vs previous 13F -92 shares

    0.25% of the 13F portfolio, value $410,120.

    13F-HR 0002063074-26-000003 filed by Mascagni Wealth Management, Inc.
    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 3,896 shares
    Change vs previous 13F +1 shares

    0.25% of the 13F portfolio, value $356,554.

    13F-HR 0002063074-26-000002 filed by Mascagni Wealth Management, Inc.
    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 3,895 shares
    Change vs previous 13F +3 shares

    0.26% of the 13F portfolio, value $347,397.

    13F-HR 0002063074-26-000001 filed by Mascagni Wealth Management, Inc.
    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 3,892 shares
    Change vs previous 13F -259 shares

    0.27% of the 13F portfolio, value $352,196.

    13F-HR 0002063074-25-000007 filed by Mascagni Wealth Management, Inc.
    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 4,151 shares
    Change vs previous 13F -79 shares

    0.29% of the 13F portfolio, value $343,122.

    13F-HR 0002063074-25-000006 filed by Mascagni Wealth Management, Inc.
    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 4,230 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $324,103.

    13F-HR/A 0002063074-25-000004 filed by Mascagni Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 4,230 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $324,103.

    13F-HR/A 0002063074-25-000003 filed by Mascagni Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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