Skip to content
Disclosery

Mutual Advisors, LLC: CWI position timeline

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

Mutual Advisors, LLC held 128,892 CWI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,892 shares
    Change vs previous 13F -88 shares

    0.1% of the 13F portfolio, value $5,242,020.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 128,980 shares
    Change vs previous 13F +37,772 shares

    0.1% of the 13F portfolio, value $4,719,386.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 91,208 shares
    Change vs previous 13F +2,172 shares

    0.07% of the 13F portfolio, value $3,276,205.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 89,036 shares
    Change vs previous 13F +5,387 shares

    0.07% of the 13F portfolio, value $3,159,881.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 83,649 shares
    Change vs previous 13F +8,216 shares

    0.07% of the 13F portfolio, value $2,784,669.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 75,433 shares
    Change vs previous 13F +10,651 shares

    0.07% of the 13F portfolio, value $2,274,304.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 64,782 shares
    Change vs previous 13F +18,750 shares

    0.05% of the 13F portfolio, value $1,818,430.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 46,032 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,357,958.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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