LWM Advisory Services, LLC
- SEC CIK
- 0001697716
- Latest filing
- Aug 3, 2026
CB holding history
Chubb Ltd in every 13F filed by LWM Advisory Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CB overviewAll 13F holders of CBFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −752−100.0% | Sold out | Holders |
| Q3 2025 | 752 | $212.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 752 | $217.9K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2025 | 752 | $227.1K | 0.2% | −8−1.1% | Reduced | Holders |
| Q4 2024 | 760 | $210.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 760 | $219.2K | 0.2% | +760 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −1,227−100.0% | Sold out | Holders |
| Q3 2022 | 1,227 | $223.0K | 0.3% | +1,227 | New | Holders |