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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Gravity Companies, Inc. | History | New | 208 | 0 | — | — | — | +208 | New | Q2 2026 | Aug 05, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Aug 14, 2026 |
| McIlrath & Eck, LLC | History | No change | 300 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Leo H. Evart, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Main Street Group, LTD | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |