Platform Wealth Management, LLC
Position in CWBC — Community West Bancshares
CIK 2110622
HOLLADAY, UT
Position in CWBC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$665,886
+$108,089 QoQ
Shares Held
24,791
0.0% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#66
of 148 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CWBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Platform Wealth Management, LLC holds $665,886 across 1 Banks - Regional name. CWBC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWBC |
Community West Bancshares
This page
|
24,791 | $665,886 |
All Filings in CWBC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $665,886 | 24,791 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $557,797 | 24,791 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||