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Wedmont Private Capital: CFG position timeline

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

Wedmont Private Capital held 17,326 CFG 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 17,326 shares
    Change vs previous 13F +942 shares

    0.03% of the 13F portfolio, value $1,110,423.

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

  2. period ended2026-06-30
    13F 16,384 shares
    Change vs previous 13F +1,199 shares

    0.03% of the 13F portfolio, value $1,152,450.

    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 15,185 shares
    Change vs previous 13F +1,722 shares

    0.03% of the 13F portfolio, value $968,499.

    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 13,463 shares
    Change vs previous 13F +728 shares

    0.03% of the 13F portfolio, value $821,108.

    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 12,735 shares
    Change vs previous 13F +568 shares

    0.03% of the 13F portfolio, value $676,610.

    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 12,167 shares
    Change vs previous 13F +1,661 shares

    0.02% of the 13F portfolio, value $576,472.

    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 10,506 shares
    Change vs previous 13F -1,931 shares

    0.02% of the 13F portfolio, value $365,819.

    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 12,437 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $538,543.

    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).