Skip to content
Disclosery

Mason & Associates Inc: CWS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mason & Associates Inc on CWS, newest first. How the timeline and the estimate are built.

Mason & Associates Inc held 48,177 CWS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,177 shares
    Change vs previous 13F -198 shares

    0.53% of the 13F portfolio, value $3,285,181.

    13F-HR 0001917686-26-000003 filed by Mason & Associates 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 48,375 shares
    Change vs previous 13F +2,999 shares

    0.6% of the 13F portfolio, value $3,066,198.

    13F-HR 0001917686-26-000002 filed by Mason & Associates 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 45,376 shares
    Change vs previous 13F +919 shares

    0.59% of the 13F portfolio, value $3,118,663.

    13F-HR 0001917686-26-000001 filed by Mason & Associates 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 44,457 shares
    Change vs previous 13F +3,023 shares

    0.61% of the 13F portfolio, value $3,051,130.

    13F-HR 0001917686-25-000007 filed by Mason & Associates 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 41,434 shares
    Change vs previous 13F +1,992 shares

    0.67% of the 13F portfolio, value $2,900,558.

    13F-HR 0001917686-25-000005 filed by Mason & Associates 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 39,442 shares
    Change vs previous 13F +2,297 shares

    0.64% of the 13F portfolio, value $2,582,283.

    13F-HR 0001917686-25-000002 filed by Mason & Associates 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 37,145 shares
    Change vs previous 13F +1,413 shares

    0.57% of the 13F portfolio, value $2,405,896.

    13F-HR 0001917686-25-000001 filed by Mason & Associates Inc
    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 35,732 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,455,331.

    13F-HR 0001917686-24-000005 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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