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Livermore
Livermore
ZHEN

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

SBSI holding history

Southside Bancshares 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.

SBSI overviewAll 13F holders of SBSIFull Q2 2026 holdings

Shares (Q2 2026)
19,384
Value
$682.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SBSI by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,384$682.1K<0.1%+2,847+17.2%AddedHolders
Q1 202616,537$514.1K<0.1%+1,200+7.8%AddedHolders
Q4 202515,337$466.1K<0.1%−784−4.9%ReducedHolders
Q3 202516,121$455.4K<0.1%+2,917+22.1%AddedHolders
Q2 202513,204$388.6K<0.1%+1,284+10.8%AddedHolders
Q1 202511,920$345.2K<0.1%−715−5.7%ReducedHolders
Q4 202412,635$401.3K<0.1%+280+2.3%AddedHolders
Q3 202412,355$413.0K<0.1%−460−3.6%ReducedHolders
Q2 202412,815$353.8K<0.1%+538+4.4%AddedHolders
Q1 202412,277$358.9K<0.1%+38+0.3%AddedHolders
Q4 202312,239$383.3K<0.1%+1,558+14.6%AddedHolders
Q3 202310,681$306.5K<0.1%−1,314−11.0%ReducedHolders
Q2 202311,995$313.8K<0.1%+3,780+46.0%AddedHolders
Q1 20238,215$272.7K<0.1%+1,677+25.7%AddedHolders
Q4 20226,538$235.3K<0.1%+684+11.7%AddedHolders
Q3 20225,854$207.0K<0.1%+192+3.4%AddedHolders
Q2 20225,662$212.0K<0.1%−132−2.3%ReducedHolders
Q1 20225,794$237.0K<0.1%−170−2.9%ReducedHolders
Q4 20215,964$249.0K<0.1%−306−4.9%ReducedHolders
Q3 20216,270$240.0K<0.1%−11,286−64.3%ReducedHolders
Q2 202117,556$671.0K0.1%+532+3.1%AddedHolders
Q1 202117,024$656.0K0.1%––Holders

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