Lipe & Dalton
- SEC CIK
- 0001570396
- Latest filing
- Jul 14, 2026
CBU holding history
Community Financial System, Inc. in every 13F filed by Lipe & Dalton, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CBU overviewAll 13F holders of CBUFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 15
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −900−100.0% | Sold out | Holders |
| Q4 2025 | 900 | $52.0K | <0.1% | +900 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −4,309−100.0% | Sold out | Holders |
| Q3 2024 | 4,309 | $250.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 4,309 | $203.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 4,309 | $207.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 4,309 | $225.0K | 0.1% | +4,309 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −4,664−100.0% | Sold out | Holders |
| Q2 2023 | 4,664 | $219.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 4,664 | $245.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 4,664 | $294.0K | 0.2% | −953−17.0% | Reduced | Holders |
| Q3 2022 | 5,617 | $337.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2022 | 5,617 | $355.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2022 | 5,617 | $394.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2021 | 5,617 | $418.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2021 | 5,617 | $384.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2021 | 5,617 | $425.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2021 | 5,617 | $431.0K | 0.2% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.