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Portus Wealth Advisors, LLC: CWI position timeline

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

Portus Wealth Advisors, LLC held 220,496 CWI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,496 shares
    Change vs previous 13F -59,349 shares

    7.38% of the 13F portfolio, value $8,967,553.

    13F-HR 0002097516-26-000006 filed by Portus Wealth 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 279,845 shares
    Change vs previous 13F +40,105 shares

    9.64% of the 13F portfolio, value $10,239,528.

    13F-HR 0002097516-26-000005 filed by Portus Wealth 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 239,740 shares
    Change vs previous 13F +6,978 shares

    8.13% of the 13F portfolio, value $8,611,468.

    13F-HR 0002097516-26-000001 filed by Portus Wealth 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 232,762 shares
    Change vs previous 13F not available

    8.11% of the 13F portfolio, value $8,128,056.

    13F-HR 0002097516-25-000002 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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