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Disclosery

VestGen Investment Management: CW position timeline

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

VestGen Investment Management held 1,781 CW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,781 shares
    Change vs previous 13F -68 shares

    0.72% of the 13F portfolio, value $1,349,571.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 1,849 shares
    Change vs previous 13F -21 shares

    0.69% of the 13F portfolio, value $1,259,405.

    13F-HR 0001511739-26-000002 filed by VestGen Investment Management
    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 1,870 shares
    Change vs previous 13F +17 shares

    0.57% of the 13F portfolio, value $1,030,886.

    13F-HR 0001511739-26-000001 filed by VestGen Investment Management
    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 1,853 shares
    Change vs previous 13F +167 shares

    0.6% of the 13F portfolio, value $1,006,076.

    13F-HR 0001511739-25-000007 filed by VestGen Investment Management
    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 1,686 shares
    Change vs previous 13F +64 shares

    0.59% of the 13F portfolio, value $823,702.

    13F-HR 0001511739-25-000005 filed by VestGen Investment Management
    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 1,622 shares
    Change vs previous 13F -57 shares

    0.39% of the 13F portfolio, value $514,616.

    13F-HR 0001511739-25-000004 filed by VestGen Investment Management
    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 1,679 shares
    Change vs previous 13F +162 shares

    0.16% of the 13F portfolio, value $595,832.

    13F-HR 0001511739-25-000001 filed by VestGen Investment Management
    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 1,517 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $498,627.

    13F-HR 0001511739-24-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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