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TRUE Private Wealth Advisors: CWB position timeline

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

TRUE Private Wealth Advisors held 61,307 CWB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,307 shares
    Change vs previous 13F +38,537 shares

    0.57% of the 13F portfolio, value $6,610,163.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 22,770 shares
    Change vs previous 13F -5,190 shares

    0.2% of the 13F portfolio, value $2,083,920.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 27,960 shares
    Change vs previous 13F -1,060 shares

    0.25% of the 13F portfolio, value $2,494,020.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 29,020 shares
    Change vs previous 13F -2,610 shares

    0.27% of the 13F portfolio, value $2,626,386.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 31,630 shares
    Change vs previous 13F +24,939 shares

    0.29% of the 13F portfolio, value $2,614,518.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 6,691 shares
    Change vs previous 13F +3,019 shares

    0.06% of the 13F portfolio, value $512,702.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 3,672 shares
    Change vs previous 13F -14 shares

    0.03% of the 13F portfolio, value $286,022.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 3,686 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $282,341.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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