Back to CZWI
Center for Financial Planning, Inc. → CZWI
Center for Financial Planning, Inc. CZWI Position History
Citizens Community Bancorp, Inc. • Banking
Quarters held
5
Latest value
$21K
Q3 2026
Peak value
$23K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16K |
| Q4 2025 | $18K |
| Q1 2026 | $20K |
| Q2 2026 | $23K |
| Q3 2026 | $21K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21K | 1.0K | — | — |
| Q2 2026 | $23K | 1.0K | — | — |
| Q1 2026 | $20K | 1.0K | — | — |
| Q4 2025 | $18K | 1.0K | — | — |
| Q3 2025 | $16K | 1.0K | — | — |
Other funds holding CZWI
$3.1M
$3.1M