KCS Wealth Advisory

SEC CIK: 0001697719
Latest filing: Nov 3, 2023

SEC filings (opens in a new tab)

CBL holding history

CBL & Associates Properties Inc in every 13F filed by KCS Wealth Advisory, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CBL overview All 13F holders of CBL Full Q3 2023 holdings

Shares (Q3 2023): 49,336
Value: $1.04M
% of portfolio: 0.4%
Quarters held: 3; Since Q1 2023

Holdings of CBL by KCS Wealth Advisory, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	49,336	$1.04M	0.4%	−1,486−2.9%	Reduced	Holders
Q2 2023	50,822	$1.12M	0.4%	+12,912+34.1%	Added	Holders
Q1 2023	37,910	$972.0K	0.4%	+37,910	New	Holders