LWM Advisory Services, LLC

SEC CIK: 0001697716
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

USCB holding history

Uscb Financial Holdings, Inc. 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.

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

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2023

Holdings of USCB by LWM Advisory Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−11,671−100.0%	Sold out	Holders
Q4 2025	11,671	$215.0K	0.1%	+11,671	New	Holders
Q4 2023	0	$0	0.0%	−3,655−100.0%	Sold out	Holders
Q3 2023	3,655	$38.4K	<0.1%	+3,655	New	Holders