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Disclosery

Talon Private Wealth, LLC: CWB position timeline

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

Talon Private Wealth, LLC held 29,986 CWB shares at 2026-06-30 per its 13F-HR filed 2026-09-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,986 shares
    Change vs previous 13F +6,074 shares

    0.38% of the 13F portfolio, value $3,233,021.

    13F-HR 0001990467-26-000004 filed by Talon Private Wealth, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 23,912 shares
    Change vs previous 13F +8,370 shares

    0.29% of the 13F portfolio, value $2,188,449.

    13F-HR 0001990467-26-000001 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 15,542 shares
    Change vs previous 13F -11 shares

    0.18% of the 13F portfolio, value $1,284,715.

    13F-HR 0001990467-25-000006 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 15,553 shares
    Change vs previous 13F -3,182 shares

    0.16% of the 13F portfolio, value $1,191,660.

    13F-HR 0001990467-25-000005 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F/A 18,735 shares
    Change vs previous 13F +13,763 shares

    0.3% of the 13F portfolio, value $1,459,237.

    13F-HR/A 0001990467-25-000003 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 4,972 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $380,806.

    13F-HR 0001990467-25-000004 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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