Wealth Preservation Advisors, LLC
Position in CWBHF — Charlotte's Web Holdings, Inc.
CIK 1968434
CHATTANOOGA, TN
Position in CWBHF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2
+$1 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CWBHF Over Time
Shares Held
Position Value (USD)
All Filings in CWBHF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2 | 3 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1 | 3 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $1 | 3 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $0 | 3 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $0 | 3 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||