CHANNEL WEALTH LLC

Position in CWBC — Community West Bancshares

CIK 1975550 SANTA BARBARA, CA

Position in CWBC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$259,091

+$33,338 QoQ

Shares Held

9,646

-0.4% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#94

of 148 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CHANNEL WEALTH LLC holds $7,526,589 across 4 Banks - Regional names. CWBC ranks #4 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NU	Nu Holdings Ltd.	238,693	$3,188,938
2	HDB	Hdfc Bank Ltd	122,038	$3,152,241
3	ATLO	Ames National Corp	31,284	$926,319
4	CWBC	Community West Bancshares This page	9,646	$259,091

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$259,091	9,646	-0.4%	Shares	Sole	2026-08-04
2026-03-31	$225,753	9,689	-3.6%	Shares	Sole	2026-05-12
2025-12-31	$226,260	10,056	-6.6%	Shares	Sole	2026-02-03
2025-09-30	$224,259	10,761	0.0%	Shares	Sole	2025-10-07
2025-06-30	$209,947	10,761	0.0%	Shares	Sole	2025-07-09
2025-03-31	$198,863	10,761	-6.6%	Shares	Sole	2025-04-10
2024-12-31	$223,084	11,517	-2.8%	Shares	Sole	2025-01-15
2024-09-30	$228,231	11,850	-3.8%	Shares	Sole	2024-10-31
2024-06-30	$227,994	12,324	—	Shares	Sole	2024-08-05
No filing history on record for this holder in this stock.