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NewEdge Advisors, LLC: CWI position timeline

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

NewEdge Advisors, LLC held 369,468 CWI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 369,468 shares
    Change vs previous 13F +5,241 shares

    0.04% of the 13F portfolio, value $15,026,252.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 364,227 shares
    Change vs previous 13F +902 shares

    0.05% of the 13F portfolio, value $13,327,071.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 363,325 shares
    Change vs previous 13F +13,985 shares

    0.05% of the 13F portfolio, value $13,050,652.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 349,340 shares
    Change vs previous 13F +5,949 shares

    0.06% of the 13F portfolio, value $12,198,963.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 343,391 shares
    Change vs previous 13F +6,797 shares

    0.06% of the 13F portfolio, value $11,215,131.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 336,594 shares
    Change vs previous 13F -12,168 shares

    0.06% of the 13F portfolio, value $9,956,437.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 348,762 shares
    Change vs previous 13F +17,441 shares

    0.06% of the 13F portfolio, value $9,744,418.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 331,321 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $10,085,407.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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