Skip to content
Disclosery

MCCARTER PRIVATE WEALTH SERVICES LLC: CSPF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MCCARTER PRIVATE WEALTH SERVICES LLC on CSPF, newest first. How the timeline and the estimate are built.

MCCARTER PRIVATE WEALTH SERVICES LLC held 45,125 CSPF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,125 shares
    Change vs previous 13F -9,006 shares

    0.41% of the 13F portfolio, value $1,176,860.

    13F-HR 0001172661-26-003080 filed by MCCARTER PRIVATE WEALTH SERVICES 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 54,131 shares
    Change vs previous 13F +10,947 shares

    0.6% of the 13F portfolio, value $1,387,648.

    13F-HR 0001172661-26-001994 filed by MCCARTER PRIVATE WEALTH SERVICES 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 43,184 shares
    Change vs previous 13F +20,607 shares

    0.5% of the 13F portfolio, value $1,119,295.

    13F-HR 0001172661-26-000588 filed by MCCARTER PRIVATE WEALTH SERVICES 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 22,577 shares
    Change vs previous 13F +991 shares

    0.3% of the 13F portfolio, value $586,776.

    13F-HR 0001172661-25-004381 filed by MCCARTER PRIVATE WEALTH SERVICES 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 21,586 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $549,813.

    13F-HR 0001172661-25-002869 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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