Bridgewealth Advisory Group, LLC
- SEC CIK
- 0001801982
- Latest filing
- Jul 27, 2026
CWBC holding history
Community West Bancshares in every 13F filed by Bridgewealth Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CWBC overviewAll 13F holders of CWBCFull Q2 2026 holdings
- Shares (Q2 2026)
- 494,690
- Value
- $13.3M
- % of portfolio
- 2.5%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 494,690 | $13.3M | 2.5% | +468,890+1,817.4% | Added | Holders |
| Q1 2026 | 25,800 | $601.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 25,800 | $580.5K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 25,800 | $537.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 25,800 | $503.4K | 0.1% | +13,560+110.8% | Added | Holders |
| Q1 2025 | 12,240 | $226.2K | 0.3% | 00.0% | Unchanged | Holders |
| Q4 2024 | 12,240 | $231.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 12,240 | $235.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 12,240 | $226.4K | 0.1% | +12,240 | New | Holders |