CWM Advisors, LLC

SEC CIK: 0001670139
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

PBHC holding history

Pathfinder Bancorp, Inc. in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

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

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2024

Holdings of PBHC by CWM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−58,960−100.0%	Sold out	Holders
Q4 2024	58,960	$1.01M	0.1%	+8,436+16.7%	Added	Holders
Q3 2024	50,524	$806.9K	0.1%	+50,524	New	Holders