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Prism Advisors, Inc.: CGW position timeline

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

Prism Advisors, Inc. held 20,890 CGW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,890 shares
    Change vs previous 13F -100 shares

    0.33% of the 13F portfolio, value $1,329,649.

    13F-HR 0001717027-26-000011 filed by Prism Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,990 shares
    Change vs previous 13F -1 shares

    0.34% of the 13F portfolio, value $1,379,673.

    13F-HR 0001717027-26-000006 filed by Prism 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 ended2026-03-31
    13F 20,991 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,342,211.

    13F-HR 0001717027-26-000004 filed by Prism 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 ended2025-12-31
    13F 20,991 shares
    Change vs previous 13F -45,537 shares

    0.35% of the 13F portfolio, value $1,322,711.

    13F-HR 0001717027-26-000002 filed by Prism 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 ended2025-09-30
    13F 66,528 shares
    Change vs previous 13F 0 shares

    1.15% of the 13F portfolio, value $4,273,777.

    13F-HR 0001717027-25-000008 filed by Prism 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 ended2025-06-30
    13F 66,528 shares
    Change vs previous 13F 0 shares

    1.18% of the 13F portfolio, value $4,158,018.

    13F-HR 0001717027-25-000005 filed by Prism 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 ended2025-03-31
    13F 66,528 shares
    Change vs previous 13F -4,974 shares

    1.14% of the 13F portfolio, value $3,704,960.

    13F-HR 0001717027-25-000004 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 71,502 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $3,875,424.

    13F-HR 0001717027-25-000002 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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