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White Wing Wealth Management: CAKE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of White Wing Wealth Management on CAKE, newest first. How the timeline and the estimate are built.

White Wing Wealth Management held 9,409 CAKE shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,409 shares
    Change vs previous 13F +74 shares

    0.39% of the 13F portfolio, value $748,365.

    13F-HR 0002001473-26-000004 filed by White Wing Wealth 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 9,335 shares
    Change vs previous 13F +251 shares

    0.31% of the 13F portfolio, value $511,097.

    13F-HR 0002001473-26-000003 filed by White Wing Wealth 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 9,084 shares
    Change vs previous 13F +1,345 shares

    0.27% of the 13F portfolio, value $458,562.

    13F-HR 0002001473-26-000001 filed by White Wing Wealth 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 7,739 shares
    Change vs previous 13F +2,413 shares

    0.26% of the 13F portfolio, value $423,110.

    13F-HR 0002001473-25-000005 filed by White Wing Wealth 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 5,326 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $333,726.

    13F-HR 0002001473-25-000003 filed by White Wing Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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