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Disclosery

Portland Financial Advisors Inc: CWB position timeline

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

Portland Financial Advisors Inc held 8,909 CWB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,909 shares
    Change vs previous 13F 0 shares

    1.75% of the 13F portfolio, value $960,568.

    13F-HR 0002054942-26-000003 filed by Portland Financial Advisors 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 8,909 shares
    Change vs previous 13F -20 shares

    1.7% of the 13F portfolio, value $815,352.

    13F-HR 0002054942-26-000002 filed by Portland Financial Advisors 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 8,929 shares
    Change vs previous 13F 0 shares

    1.69% of the 13F portfolio, value $796,467.

    13F-HR 0002054942-26-000001 filed by Portland Financial Advisors 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 8,929 shares
    Change vs previous 13F 0 shares

    1.72% of the 13F portfolio, value $808,075.

    13F-HR 0002054942-25-000006 filed by Portland Financial Advisors 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 8,929 shares
    Change vs previous 13F -175 shares

    1.77% of the 13F portfolio, value $738,071.

    13F-HR 0002054942-25-000003 filed by Portland Financial Advisors 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 9,104 shares
    Change vs previous 13F +723 shares

    1.78% of the 13F portfolio, value $697,548.

    13F-HR 0002054942-25-000002 filed by Portland Financial Advisors 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 8,381 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $652,796.

    13F-HR 0002054942-25-000001 filed by Portland Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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