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Disclosery

Towerpoint Wealth, LLC: CWB position timeline

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

Towerpoint Wealth, LLC held 10,210 CWB shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,210 shares
    Change vs previous 13F +22 shares

    0.38% of the 13F portfolio, value $1,100,832.

    13F-HR 0001731445-26-000004 filed by Towerpoint Wealth, 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 10,188 shares
    Change vs previous 13F -55 shares

    0.38% of the 13F portfolio, value $932,377.

    13F-HR 0001731445-26-000002 filed by Towerpoint 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 ended2025-12-31
    13F 10,243 shares
    Change vs previous 13F +329 shares

    0.36% of the 13F portfolio, value $913,645.

    13F-HR 0001731445-26-000001 filed by Towerpoint 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 ended2025-09-30
    13F 9,914 shares
    Change vs previous 13F -42 shares

    0.37% of the 13F portfolio, value $897,178.

    13F-HR 0001085146-25-005830 filed by Towerpoint 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 ended2025-06-30
    13F 9,956 shares
    Change vs previous 13F -1,769 shares

    0.36% of the 13F portfolio, value $822,995.

    13F-HR 0001085146-25-003692 filed by Towerpoint 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 ended2025-03-31
    13F 11,725 shares
    Change vs previous 13F -5,461 shares

    0.45% of the 13F portfolio, value $898,371.

    13F-HR 0001085146-25-001961 filed by Towerpoint Wealth, 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 17,186 shares
    Change vs previous 13F +64 shares

    0.66% of the 13F portfolio, value $1,338,593.

    13F-HR 0001085146-25-000191 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 17,122 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,311,355.

    13F-HR 0001085146-24-004735 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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