Clearstead Advisors, LLC

SEC CIK: 0000842775
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

CWBC holding history

Community West Bancshares in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CWBC overview All 13F holders of CWBC Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2025

Holdings of CWBC by Clearstead Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−3−100.0%	Sold out	Holders
Q4 2025	3	$68	<0.1%	−14−82.4%	Reduced	Holders
Q3 2025	17	$355	<0.1%	+1+6.3%	Added	Holders
Q2 2025	16	$313	<0.1%	+16	New	Holders