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MPWM ADVISORY SOLUTIONS, LLC: CDL position timeline

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

MPWM ADVISORY SOLUTIONS, LLC held 48,395 CDL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,395 shares
    Change vs previous 13F -1,443 shares

    1.72% of the 13F portfolio, value $3,754,140.

    13F-HR 0002056693-26-000003 filed by MPWM ADVISORY SOLUTIONS, 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 49,838 shares
    Change vs previous 13F -438,040 shares

    1.97% of the 13F portfolio, value $3,713,674.

    13F-HR 0002056693-26-000002 filed by MPWM ADVISORY SOLUTIONS, 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 487,878 shares
    Change vs previous 13F +439,070 shares

    1.87% of the 13F portfolio, value $3,358,923.

    13F-HR 0002056693-26-000001 filed by MPWM ADVISORY SOLUTIONS, 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 48,808 shares
    Change vs previous 13F -572 shares

    2.02% of the 13F portfolio, value $3,396,419.

    13F-HR 0002056693-25-000005 filed by MPWM ADVISORY SOLUTIONS, 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 49,380 shares
    Change vs previous 13F +1,412 shares

    2.08% of the 13F portfolio, value $3,288,389.

    13F-HR 0002056693-25-000003 filed by MPWM ADVISORY SOLUTIONS, 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 47,968 shares
    Change vs previous 13F +1,053 shares

    2.38% of the 13F portfolio, value $3,285,295.

    13F-HR 0002056693-25-000002 filed by MPWM ADVISORY SOLUTIONS, 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 46,915 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $3,064,790.

    13F-HR 0002056693-25-000001 filed by MPWM ADVISORY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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