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Disclosery

VestGen Advisors, LLC: CWI position timeline

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

VestGen Advisors, LLC held 13,849 CWI 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 13,849 shares
    Change vs previous 13F -2,506 shares

    0.02% of the 13F portfolio, value $563,239.

    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 16,355 shares
    Change vs previous 13F -3,371 shares

    0.02% of the 13F portfolio, value $651,747.

    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 19,726 shares
    Change vs previous 13F -164,141 shares

    0.03% of the 13F portfolio, value $708,558.

    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).

  4. period ended2025-09-30
    13F 183,867 shares
    Change vs previous 13F -2,024 shares

    0.21% of the 13F portfolio, value $6,420,635.

    13F-HR 0002050130-25-000006 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).

  5. period ended2025-06-30
    13F 185,891 shares
    Change vs previous 13F -856 shares

    0.24% of the 13F portfolio, value $6,052,602.

    13F-HR 0002050130-25-000005 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).

  6. period ended2025-03-31
    13F 186,747 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $5,523,981.

    13F-HR 0002050130-25-000003 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).