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Disclosery

William Mack & Associates, Inc.: CWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of William Mack & Associates, Inc. on CWB, newest first. How the timeline and the estimate are built.

William Mack & Associates, Inc. held 119,630 CWB shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,630 shares
    Change vs previous 13F +761 shares

    4.55% of the 13F portfolio, value $12,898,507.

    13F-HR 0001754960-26-000473 filed by William Mack & Associates, Inc.
    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 118,869 shares
    Change vs previous 13F -62,467 shares

    6.22% of the 13F portfolio, value $10,878,891.

    13F-HR 0001754960-26-000244 filed by William Mack & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 181,336 shares
    Change vs previous 13F +32,553 shares

    7.61% of the 13F portfolio, value $16,175,171.

    13F-HR 0001754960-26-000159 filed by William Mack & Associates, Inc.
    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 148,783 shares
    Change vs previous 13F +28,931 shares

    7.24% of the 13F portfolio, value $13,464,862.

    13F-HR 0001754960-25-000794 filed by William Mack & Associates, Inc.
    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 119,852 shares
    Change vs previous 13F +37,535 shares

    6.3% of the 13F portfolio, value $9,906,966.

    13F-HR 0001754960-25-000806 filed by William Mack & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 82,317 shares
    Change vs previous 13F +7,430 shares

    5.4% of the 13F portfolio, value $6,307,129.

    13F-HR 0001754960-25-000805 filed by William Mack & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 74,887 shares
    Change vs previous 13F not available

    6.11% of the 13F portfolio, value $5,832,948.

    13F-HR 0001754960-25-000804 filed by William Mack & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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