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Creative Planning CWBC Position History
Community West Bancshares • Financial Services
Quarters held
5
Latest value
$1.7M
Q3 2026
Peak value
$1.9M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $912K |
| Q2 2026 | $4K |
| Q2 2026 | $1.9M |
| Q3 2026 | $73K |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 64.6K | — | — |
| Q3 2026 | $73K | 2.8K | — | — |
| Q2 2026 | $1.9M | 71.5K | — | — |
| Q2 2026 | $4K | 146 | — | — |
| Q1 2026 | $912K | 39.2K | — | — |