LOUISVILLE, CO
CHARLOTTE'S WEB HOLDINGS, INC.CWBHF— Latest position per institution from SEC 13F filings
15
Institutional holders
2.51M
Total shares held
510.74K
Estimated value
179.04K
Avg. position size
AXS INVESTMENTS LLC
CIK 1801467
Shares
2.50M
Value
510.20K
Filed
Dec 31, 2023
REDWOOD WEALTH MANAGEMENT GROUP, LLC
CIK 1963839
Shares
850.00
Value
162.00
Filed
Jun 30, 2024
ALPHAMARK ADVISORS, LLC
CIK 1348183
Shares
575.00
Value
0.00
Filed
Sep 30, 2024
MCILRATH & ECK, LLC
CIK 1701714
Shares
300.00
Value
215.00
Filed
Mar 31, 2026
RE DICKINSON INVESTMENT ADVISORS, LLC
CIK 1801241
Shares
248.00
Value
0.00
Filed
Jun 30, 2023
FINANCIAL GRAVITY COMPANIES, INC.
CIK 1377167
Shares
208.00
Value
68.00
Filed
Jun 30, 2026
VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC
CIK 1862443
Shares
200.00
Value
34.00
Filed
Sep 30, 2025
MAIN STREET GROUP, LTD
CIK 1965796
Shares
100.00
Value
33.00
Filed
Jun 30, 2026
MOTIV8 INVESTMENTS LLC
CIK 2024873
Shares
80.00
Value
0.00
Filed
Dec 31, 2025
STRATEGIC INVESTMENT SOLUTIONS, INC. /IL
CIK 1960144
Shares
66.00
Value
13.00
Filed
Dec 31, 2023
TUCKER ASSET MANAGEMENT LLC
CIK 1870012
Shares
50.00
Value
5.00
Filed
Dec 31, 2024
ELLEVEST, INC.
CIK 1644128
Shares
10.00
Value
3.00
Filed
Mar 31, 2023
LEO H. EVART, INC.
CIK 1920405
Shares
3.00
Value
1.00
Filed
Jun 30, 2026
WEALTH PRESERVATION ADVISORS, LLC
CIK 1968434
Shares
3.00
Value
2.00
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | AXS INVESTMENTS LLC | 1801467 | 2.50M | 510.20K | Dec 31, 2023 |
| 2 | REDWOOD WEALTH MANAGEMENT GROUP, LLC | 1963839 | 850.00 | 162.00 | Jun 30, 2024 |
| 3 | ALPHAMARK ADVISORS, LLC | 1348183 | 575.00 | 0.00 | Sep 30, 2024 |
| 4 | MCILRATH & ECK, LLC | 1701714 | 300.00 | 215.00 | Mar 31, 2026 |
| 5 | RE DICKINSON INVESTMENT ADVISORS, LLC | 1801241 | 248.00 | 0.00 | Jun 30, 2023 |
| 6 | FINANCIAL GRAVITY COMPANIES, INC. | 1377167 | 208.00 | 68.00 | Jun 30, 2026 |
| 7 | VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC | 1862443 | 200.00 | 34.00 | Sep 30, 2025 |
| 8 | MAIN STREET GROUP, LTD | 1965796 | 100.00 | 33.00 | Jun 30, 2026 |
| 9 | MOTIV8 INVESTMENTS LLC | 2024873 | 80.00 | 0.00 | Dec 31, 2025 |
| 10 | STRATEGIC INVESTMENT SOLUTIONS, INC. /IL | 1960144 | 66.00 | 13.00 | Dec 31, 2023 |
| 11 | TUCKER ASSET MANAGEMENT LLC | 1870012 | 50.00 | 5.00 | Dec 31, 2024 |
| 12 | ELLEVEST, INC. | 1644128 | 10.00 | 3.00 | Mar 31, 2023 |
| 13 | LEO H. EVART, INC. | 1920405 | 3.00 | 1.00 | Jun 30, 2026 |
| 14 | WEALTH PRESERVATION ADVISORS, LLC | 1968434 | 3.00 | 2.00 | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.