Skip to content
Disclosery

McAdam, LLC: CWB position timeline

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

McAdam, LLC held 32,612 CWB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,612 shares
    Change vs previous 13F -96,765 shares

    0.14% of the 13F portfolio, value $3,516,225.

    13F-HR 0001580642-26-004862 filed by McAdam, 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 129,377 shares
    Change vs previous 13F +6,318 shares

    0.53% of the 13F portfolio, value $11,840,545.

    13F-HR 0001580642-26-003102 filed by McAdam, 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 123,059 shares
    Change vs previous 13F +7,837 shares

    0.5% of the 13F portfolio, value $10,976,838.

    13F-HR 0001580642-26-001071 filed by McAdam, 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 115,222 shares
    Change vs previous 13F +4,366 shares

    0.51% of the 13F portfolio, value $10,427,563.

    13F-HR 0001580642-25-006815 filed by McAdam, 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 110,856 shares
    Change vs previous 13F +3,868 shares

    0.5% of the 13F portfolio, value $9,163,336.

    13F-HR 0001580642-25-004274 filed by McAdam, 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 106,988 shares
    Change vs previous 13F -2,752 shares

    0.51% of the 13F portfolio, value $8,197,384.

    13F-HR 0001580642-25-003207 filed by McAdam, LLC
    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 109,740 shares
    Change vs previous 13F +1,085 shares

    0.47% of the 13F portfolio, value $8,547,673.

    13F-HR 0001580642-25-000421 filed by McAdam, 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 108,655 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $8,321,886.

    13F-HR 0001580642-24-006273 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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