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Disclosery

SpringVest Wealth Management LLC: CWI position timeline

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

SpringVest Wealth Management LLC held 13,384 CWI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,384 shares
    Change vs previous 13F -136 shares

    0.34% of the 13F portfolio, value $544,327.

    13F-HR 0002058986-26-000005 filed by SpringVest Wealth Management 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 13,520 shares
    Change vs previous 13F -2,767 shares

    0.34% of the 13F portfolio, value $494,697.

    13F-HR 0002058986-26-000004 filed by SpringVest Wealth Management 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 16,287 shares
    Change vs previous 13F +4,584 shares

    0.41% of the 13F portfolio, value $585,029.

    13F-HR 0002058986-26-000001 filed by SpringVest Wealth Management 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 11,703 shares
    Change vs previous 13F -6,349 shares

    0.3% of the 13F portfolio, value $408,669.

    13F-HR 0002058986-25-000003 filed by SpringVest Wealth Management LLC
    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 18,052 shares
    Change vs previous 13F -16,112 shares

    0.48% of the 13F portfolio, value $589,578.

    13F-HR 0001085146-25-004068 filed by SpringVest Wealth Management LLC
    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 34,164 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $1,010,571.

    13F-HR 0001085146-25-002663 filed by SpringVest Wealth Management LLC
    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 34,164 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $954,542.

    13F-HR 0001085146-25-001822 filed by SpringVest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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