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Disclosery

Wela Strategies, Inc.: CWI position timeline

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

Wela Strategies, Inc. held 21,526 CWI shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 21,526 shares
    Change vs previous 13F -2,454 shares

    0.29% of the 13F portfolio, value $751,678.

    13F-HR 0001062993-25-016282 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 23,980 shares
    Change vs previous 13F +140 shares

    0.31% of the 13F portfolio, value $783,177.

    13F-HR 0001062993-25-012849 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 23,840 shares
    Change vs previous 13F -43,480 shares

    0.3% of the 13F portfolio, value $705,172.

    13F-HR 0001062993-25-007421 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 67,320 shares
    Change vs previous 13F +43,228 shares

    0.89% of the 13F portfolio, value $2,068,736.

    13F-HR 0001062993-25-000723 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 24,092 shares
    Change vs previous 13F +588 shares

    0.32% of the 13F portfolio, value $733,365.

    13F-HR 0001062993-24-017762 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 23,504 shares
    Change vs previous 13F +242 shares

    0.31% of the 13F portfolio, value $665,403.

    13F-HR 0001644329-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 23,262 shares
    Change vs previous 13F -3,145 shares

    0.31% of the 13F portfolio, value $660,642.

    13F-HR 0001582732-24-000005 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 26,407 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $714,046.

    13F-HR 0001582732-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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