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Disclosery

POTOMAC FUND MANAGEMENT INC /ADV: CWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of POTOMAC FUND MANAGEMENT INC /ADV on CWB, newest first. How the timeline and the estimate are built.

POTOMAC FUND MANAGEMENT INC /ADV held 257,100 CWB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 257,100 shares
    Change vs previous 13F +257,100 shares

    0.7% of the 13F portfolio, value $27,720,522.

    13F-HR 0000826000-26-000007 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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 0 shares
    Change vs previous 13F -255,798 shares

    13F-HR 0000826000-26-000005 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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.

  3. period ended2025-12-31
    13F 255,798 shares
    Change vs previous 13F -214,240 shares

    0.84% of the 13F portfolio, value $22,817,182.

    13F-HR 0000826000-26-000003 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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 470,038 shares
    Change vs previous 13F +470,038 shares

    1.8% of the 13F portfolio, value $42,538,439.

    13F-HR 0000826000-25-000012 filed by POTOMAC FUND MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F/A 0 shares
    Change vs previous 13F -199,200 shares

    13F-HR/A 0000826000-25-000009 filed by POTOMAC FUND MANAGEMENT INC /ADV
    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.

  6. period ended2024-12-31
    13F/A 199,200 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $15,515,688.

    13F-HR/A 0000826000-25-000008 filed by POTOMAC FUND MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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