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VestGen Advisors, LLC: CWB position timeline

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

VestGen Advisors, LLC held 13,241 CWB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,241 shares
    Change vs previous 13F -241 shares

    0.04% of the 13F portfolio, value $1,427,665.

    13F-HR 0002050130-26-000005 filed by VestGen Advisors, 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 13,482 shares
    Change vs previous 13F +11,205 shares

    0.04% of the 13F portfolio, value $1,413,050.

    13F-HR 0002050130-26-000004 filed by VestGen Advisors, 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 2,277 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $203,096.

    13F-HR 0002050130-26-000001 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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