Back to COF-PN
CWS Financial Advisors, LLC → COF-PN
CWS Financial Advisors, LLC COF-PN Position History
COF-PN
Quarters held
49
Latest value
$1.9M
Q3 2026
Peak value
$7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2M |
| Q3 2025 | $5.4M |
| Q3 2025 | $1.6M |
| Q3 2025 | $1.6M |
| Q3 2025 | $1.1M |
| Q3 2025 | $754K |
| Q3 2025 | $818K |
| Q3 2025 | $3.4M |
| Q3 2025 | $1.6M |
| Q4 2025 | $2.1M |
| Q4 2025 | $5.6M |
| Q4 2025 | $1.7M |
| Q4 2025 | $1.6M |
| Q4 2025 | $1.2M |
| Q4 2025 | $764K |
| Q4 2025 | $1.8M |
| Q4 2025 | $3.8M |
| Q4 2025 | $1.8M |
| Q1 2026 | $2.1M |
| Q1 2026 | $5.4M |
| Q1 2026 | $1.7M |
| Q1 2026 | $1.5M |
| Q1 2026 | $1.5M |
| Q1 2026 | $768K |
| Q1 2026 | $226K |
| Q1 2026 | $1.9M |
| Q1 2026 | $4.2M |
| Q1 2026 | $1.9M |
| Q2 2026 | $2.5M |
| Q2 2026 | $6.7M |
| Q2 2026 | $1.8M |
| Q2 2026 | $1.8M |
| Q2 2026 | $1.8M |
| Q2 2026 | $772K |
| Q2 2026 | $229K |
| Q2 2026 | $203K |
| Q2 2026 | $1.9M |
| Q2 2026 | $5.2M |
| Q2 2026 | $2M |
| Q3 2026 | $2.6M |
| Q3 2026 | $7M |
| Q3 2026 | $1.7M |
| Q3 2026 | $1.8M |
| Q3 2026 | $2.4M |
| Q3 2026 | $740K |
| Q3 2026 | $217K |
| Q3 2026 | $1.8M |
| Q3 2026 | $5.2M |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 50.9K | — | — |
| Q3 2026 | $5.2M | 142.7K | — | — |
| Q3 2026 | $1.8M | 72.8K | — | — |
| Q3 2026 | $217K | 8.4K | — | — |
| Q3 2026 | $740K | 34.9K | — | — |
| Q3 2026 | $2.4M | 48.3K | — | — |
| Q3 2026 | $1.8M | 40.2K | — | — |
| Q3 2026 | $1.7M | 54.0K | — | — |
| Q3 2026 | $7M | 146.9K | — | — |
| Q3 2026 | $2.6M | 74.8K | — | — |
| Q2 2026 | $2M | 52.9K | — | — |
| Q2 2026 | $5.2M | 137.2K | — | — |
| Q2 2026 | $1.9M | 72.5K | — | — |
| Q2 2026 | $203K | 7.4K | — | — |
| Q2 2026 | $229K | 8.3K | — | — |
| Q2 2026 | $772K | 34.6K | — | — |
| Q2 2026 | $1.8M | 36.8K | — | — |
| Q2 2026 | $1.8M | 39.9K | — | — |
| Q2 2026 | $1.8M | 53.5K | — | — |
| Q2 2026 | $6.7M | 141.4K | — | — |
| Q2 2026 | $2.5M | 73.0K | — | — |
| Q1 2026 | $1.9M | 53.0K | — | — |
| Q1 2026 | $4.2M | 121.0K | — | — |
| Q1 2026 | $1.9M | 70.9K | — | — |
| Q1 2026 | $226K | 8.3K | — | — |
| Q1 2026 | $768K | 34.4K | — | — |
| Q1 2026 | $1.5M | 34.3K | — | — |
| Q1 2026 | $1.5M | 40.0K | — | — |
| Q1 2026 | $1.7M | 55.6K | — | — |
| Q1 2026 | $5.4M | 134.1K | — | — |
| Q1 2026 | $2.1M | 72.1K | — | — |
| Q4 2025 | $1.8M | 51.9K | — | — |
| Q4 2025 | $3.8M | 107.2K | — | — |
| Q4 2025 | $1.8M | 68.9K | — | — |
| Q4 2025 | $764K | 33.8K | — | — |
| Q4 2025 | $1.2M | 26.6K | — | — |
| Q4 2025 | $1.6M | 39.6K | — | — |
| Q4 2025 | $1.7M | 55.3K | — | — |
| Q4 2025 | $5.6M | 125.8K | — | — |
| Q4 2025 | $2.1M | 71.9K | — | — |
| Q3 2025 | $1.6M | 47.5K | — | — |
| Q3 2025 | $3.4M | 98.8K | — | — |
| Q3 2025 | $818K | 30.8K | — | — |
| Q3 2025 | $754K | 33.2K | — | — |
| Q3 2025 | $1.1M | 25.4K | — | — |
| Q3 2025 | $1.6M | 40.9K | — | — |
| Q3 2025 | $1.6M | 52.8K | — | — |
| Q3 2025 | $5.4M | 122.3K | — | — |
| Q3 2025 | $2M | 67.0K | — | — |
Other funds holding COF-PN
$5.6B
$5.6B
$3.6B
$3.3B
$3.1B
$2.9B