Holdings in CWBC
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$3,064,252 |
136,189 |
-4.9%
|
Shares |
Other |
2026-02-17 |
| 2025-09-30 |
$2,984,287 |
143,200 |
-3.3%
|
Shares |
Other |
2025-11-14 |
| 2025-06-30 |
$2,889,253 |
148,091 |
-2.6%
|
Shares |
Other |
2025-08-13 |
| 2025-03-31 |
$2,809,698 |
152,040 |
+11.5%
|
Shares |
Defined |
2025-05-13 |
| 2024-12-31 |
$2,642,203 |
136,407 |
-1.3%
|
Shares |
Other |
2025-02-14 |
| 2024-09-30 |
$2,660,999 |
138,162 |
+6.4%
|
Shares |
Defined |
2024-11-13 |
| 2024-06-30 |
$2,403,260 |
129,906 |
—
|
Shares |
Defined |
2024-08-14 |