Charlotte's Web Holdings, Inc. - CWBHF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -200 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Motiv8 Investments LLC | History | New | 80 | 0 | — | — | — | +80 | New | Q4 2025 | Feb 13, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |