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Disclosery

Parsonex Advisory Services, Inc.: CWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Parsonex Advisory Services, Inc. on CWB, newest first. How the timeline and the estimate are built.

Parsonex Advisory Services, Inc. held 0 CWB shares at 2026-03-31 per its 13F-HR filed 2026-05-12.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -22,078 shares

    13F-HR 0002107398-26-000004 filed by Parsonex Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 22,078 shares
    Change vs previous 13F +314 shares

    1.26% of the 13F portfolio, value $1,969,358.

    13F-HR 0002107398-26-000001 filed by Parsonex Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 21,764 shares
    Change vs previous 13F +737 shares

    1.34% of the 13F portfolio, value $1,969,642.

    13F-HR 0002107398-26-000003 filed by Parsonex Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 21,027 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $1,738,092.

    13F-HR 0002107398-26-000002 filed by Parsonex Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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