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Disclosery

Virtue Capital Management, LLC: CWT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Virtue Capital Management, LLC on CWT, newest first. How the timeline and the estimate are built.

Virtue Capital Management, LLC held 13,428 CWT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,428 shares
    Change vs previous 13F -4,150 shares

    0.09% of the 13F portfolio, value $653,272.

    13F-HR 0001104659-26-091051 filed by Virtue Capital Management, 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 17,578 shares
    Change vs previous 13F +12,845 shares

    0.12% of the 13F portfolio, value $806,857.

    13F-HR 0001104659-26-056825 filed by Virtue Capital Management, 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/A 4,733 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $203,282.

    13F-HR/A 0001104659-26-016820 filed by Virtue Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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