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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

BR holding history

Broadridge Financial Solutions, Inc. in every 13F filed by CWS Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BR overviewAll 13F holders of BRFull Q2 2026 holdings

Shares (Q2 2026)
3,341
Value
$457.6K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of BR by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,341$457.6K0.1%+55+1.7%AddedHolders
Q1 20263,286$533.9K0.1%+233+7.6%AddedHolders
Q4 20253,053$681.3K0.2%+318+11.6%AddedHolders
Q3 20252,735$651.4K0.2%+377+16.0%AddedHolders
Q2 20252,358$573.1K0.2%+447+23.4%AddedHolders
Q1 20251,911$463.3K0.1%00.0%UnchangedHolders
Q4 20241,911$432.1K0.1%+675+54.6%AddedHolders
Q3 20241,236$265.8K0.1%00.0%UnchangedHolders
Q2 20241,236$243.5K0.1%−50−3.9%ReducedHolders
Q1 20241,286$263.4K0.1%−3,626−73.8%ReducedHolders
Q4 20234,912$1.01M0.4%−378−7.1%ReducedHolders
Q3 20235,290$947.2K0.4%00.0%UnchangedHolders
Q2 20235,290$876.2K0.3%−88−1.6%ReducedHolders
Q1 20235,378$788.3K0.3%−481−8.2%ReducedHolders
Q4 20225,859$897.0K0.4%+474+8.8%AddedHolders
Q3 20225,385$777.0K0.4%00.0%UnchangedHolders
Q2 20225,385$768.0K0.4%−479−8.2%ReducedHolders
Q1 20225,864$913.0K0.3%00.0%UnchangedHolders
Q4 20215,864$1.07M0.4%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20215,850$945.0K0.4%−9−0.2%ReducedHolders
Q1 20215,859$897.0K0.4%––Holders

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