Priebe Wealth Holdings LLC: CWI position timeline

Priebe Wealth Holdings LLC held 76,863 CWI shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 76,863 shares

   Change vs previous 13F -18,668 shares

   2.17% of the 13F portfolio, value $2,510,354.

   13F-HR 0002009646-25-000004 filed by Priebe Wealth Holdings LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 95,531 shares

   Change vs previous 13F +3,067 shares

   1.76% of the 13F portfolio, value $2,825,796.

   13F-HR 0002009646-25-000003 filed by Priebe Wealth Holdings LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 92,464 shares

   Change vs previous 13F +8,075 shares

   1.75% of the 13F portfolio, value $2,583,434.

   13F-HR 0002009646-25-000001 filed by Priebe Wealth Holdings LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 84,389 shares

   Change vs previous 13F +6,190 shares

   1.87% of the 13F portfolio, value $2,568,792.

   13F-HR 0002009646-24-000005 filed by Priebe Wealth Holdings LLC
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 78,199 shares

   Change vs previous 13F +8,667 shares

   1.75% of the 13F portfolio, value $2,213,805.

   13F-HR 0002009646-24-000003 filed by Priebe Wealth Holdings LLC
   Filed 2024-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 69,532 shares

   Change vs previous 13F +6,416 shares

   1.54% of the 13F portfolio, value $1,974,701.

   13F-HR 0002009646-24-000002 filed by Priebe Wealth Holdings LLC
   Filed 2024-04-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F 63,116 shares

   Change vs previous 13F not available

   1.4% of the 13F portfolio, value $1,706,649.

   13F-HR 0002009646-24-000001 filed by Priebe Wealth Holdings LLC
   Filed 2024-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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