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Disclosery

MOTIVE WEALTH ADVISORS: C position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOTIVE WEALTH ADVISORS on C, newest first. How the timeline and the estimate are built.

MOTIVE WEALTH ADVISORS held 2,123 C 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 2,123 shares
    Change vs previous 13F +183 shares

    0.12% of the 13F portfolio, value $297,135.

    13F-HR 0001754960-26-000562 filed by MOTIVE WEALTH ADVISORS
    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 1,940 shares
    Change vs previous 13F -17 shares

    0.1% of the 13F portfolio, value $220,015.

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH ADVISORS
    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 1,957 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $228,362.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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