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☆CWBHF

6 in-universe funds with a nonzero position in CWBHF within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#16155
Score / z0.000 / -0.02
Consensus1.67 over 3 funds
Momentumnot computed

Price & positioning

130 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-08-20 8-K 1.01
2026-08-13 8-K 2.02, 9.01
2026-06-05 8-K 5.02
2026-06-03 8-K 1.01, 1.02, 3.02, 9.01
2026-06-01 8-K 5.02, 5.07, 8.01
2026-05-13 8-K 2.02, 9.01
2026-04-01 8-K 1.01
2026-03-31 8-K 2.02, 9.01
2026-03-31 8-K 8.01
2025-11-12 8-K 2.02
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 1
FiledFormFiler
2026-06-05 D Charlotte's Web Holdings, Inc.
2023-05-03 S-3 Charlotte's Web Holdings, Inc.
2022-11-18 D Charlotte's Web Holdings, Inc.
2022-10-18 D Charlotte's Web Holdings, Inc.
2018-09-07 D Charlotte's Web Holdings, Inc.
2018-09-07 D Charlotte's Web Holdings, Inc.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo H. Evart, Inc. CIK 0001920405 0.382 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just CWBHF). Qtrs Held counts distinct quarters this fund has actually held CWBHF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CWBHF position size. Δ columns are the percentage-point change in CWBHF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status