Current Market Value 70,612,081
Current Holdings 59
Most Recent File Date 2025-01-24
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by CWCFX - Christopher Weil & Company Core Investment Fund . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

Add This Fund
to your dashboard

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-01-24 2024-11-30 NPORT-P 59 70,612
2024-10-23 2024-08-31 NPORT-P 63 71,815
2024-07-05 2024-05-31 NPORT-P 62 77,945
2024-04-29 2024-02-29 NPORT-P 71 80,688
2024-01-19 2023-11-30 NPORT-P 64 74,188
2023-10-18 2023-08-31 NPORT-P 64 87,246
2023-07-14 2023-05-31 NPORT-P 70 84,103
2023-04-27 2023-02-28 NPORT-P 80 87,975
2023-01-20 2022-11-30 NPORT-P 76 87,464
2022-10-12 2022-08-31 NPORT-P 66 71,516
2022-07-19 2022-05-31 NPORT-P 69 75,718
2022-04-18 2022-02-28 NPORT-P 70 76,584
2022-01-24 2021-11-30 NPORT-P 75 74,697
2021-10-22 2021-08-31 NPORT-P 76 76,895
2021-07-21 2021-05-31 NPORT-P 77 75,436
2021-04-22 2021-02-28 NPORT-P 81 68,592
2021-01-19 2020-11-30 NPORT-P 85 56,965
2020-10-13 2020-08-31 NPORT-P 79 51,219
2020-07-21 2020-05-31 NPORT-P 53 44,094