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Livermore
Livermore
ZHEN

Private Wealth Partners, LLC

SEC CIK
0001335851
Latest filing
Aug 3, 2026

CFB holding history

Crossfirst Bankshares, Inc. in every 13F filed by Private Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CFB overviewAll 13F holders of CFBFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of CFB by Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−34,835−100.0%Sold outHolders
Q2 202434,835$488.4K<0.1%−4,835−12.2%ReducedHolders
Q1 202439,670$549.0K<0.1%00.0%UnchangedHolders
Q4 202339,670$538.7K<0.1%00.0%UnchangedHolders
Q3 202339,670$400.3K<0.1%00.0%UnchangedHolders
Q2 202339,670$396.7K<0.1%00.0%UnchangedHolders
Q1 202339,670$415.7K<0.1%00.0%UnchangedHolders
Q4 202239,670$492.3K0.1%00.0%UnchangedHolders
Q3 202239,670$518.0K0.1%00.0%UnchangedHolders
Q2 202239,670$524.0K0.1%00.0%UnchangedHolders
Q1 202239,670$625.0K0.1%00.0%UnchangedHolders
Q4 202139,670$619.0K0.1%+4,835+13.9%AddedHolders
Q3 202134,835$453.0K<0.1%00.0%UnchangedHolders
Q2 202134,835$479.0K<0.1%+4,835+16.1%AddedHolders
Q1 202130,000$414.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.