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Disclosery

Wedmont Private Capital: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wedmont Private Capital on CB, newest first. How the timeline and the estimate are built.

Wedmont Private Capital held 5,932 CB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,932 shares
    Change vs previous 13F +189 shares

    0.05% of the 13F portfolio, value $2,039,361.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,743 shares
    Change vs previous 13F +359 shares

    0.05% of the 13F portfolio, value $1,997,448.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,384 shares
    Change vs previous 13F +140 shares

    0.06% of the 13F portfolio, value $1,790,957.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,244 shares
    Change vs previous 13F -108 shares

    0.06% of the 13F portfolio, value $1,607,823.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,352 shares
    Change vs previous 13F -885 shares

    0.06% of the 13F portfolio, value $1,548,045.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,237 shares
    Change vs previous 13F +272 shares

    0.07% of the 13F portfolio, value $1,746,394.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,965 shares
    Change vs previous 13F -26 shares

    0.09% of the 13F portfolio, value $1,690,339.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,991 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,543,995.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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