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Paulson Wealth Management Inc.: CWB position timeline

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

Paulson Wealth Management Inc. held 99,629 CWB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,629 shares
    Change vs previous 13F -703 shares

    2.28% of the 13F portfolio, value $10,741,973.

    13F-HR 0001172661-26-003028 filed by Paulson Wealth Management Inc.
    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 100,332 shares
    Change vs previous 13F -65,591 shares

    2.15% of the 13F portfolio, value $9,182,361.

    13F-HR 0001172661-26-001633 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 165,923 shares
    Change vs previous 13F +3,975 shares

    3.42% of the 13F portfolio, value $14,800,307.

    13F-HR 0001172661-26-000481 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 161,948 shares
    Change vs previous 13F +18,402 shares

    3.46% of the 13F portfolio, value $14,656,262.

    13F-HR 0001172661-25-004553 filed by Paulson Wealth Management Inc.
    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 143,546 shares
    Change vs previous 13F +1,630 shares

    3.07% of the 13F portfolio, value $11,865,481.

    13F-HR 0001172661-25-002914 filed by Paulson Wealth Management Inc.
    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 141,916 shares
    Change vs previous 13F +3,657 shares

    3.06% of the 13F portfolio, value $10,873,580.

    13F-HR 0001172661-25-001699 filed by Paulson Wealth Management Inc.
    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 138,259 shares
    Change vs previous 13F -3,149 shares

    2.94% of the 13F portfolio, value $10,769,002.

    13F-HR 0001172661-25-000735 filed by Paulson Wealth Management Inc.
    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 141,408 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $10,830,429.

    13F-HR 0001172661-24-004468 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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