Position in CMTV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,437,924
+$488,639 QoQ
Shares Held
62,351
-0.5% QoQ
Ownership
1.11%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#6
of 48 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMTV Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SILVERLAKE WEALTH MANAGEMENT LLC holds $4,658,593 across 6 Banks - Regional names. CMTV ranks #1 (52.3% of the industry book) .
All Filings in CMTV
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,437,924 | 62,351 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,949,285 | 62,678 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||