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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

CIVB holding history

Civista Bancshares, 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.

CIVB overviewAll 13F holders of CIVBFull Q2 2026 holdings

Shares (Q2 2026)
22,877
Value
$645.6K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of CIVB by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,877$645.6K0.1%00.0%UnchangedHolders
Q1 202622,877$521.4K0.1%00.0%UnchangedHolders
Q4 202522,877$508.3K0.1%00.0%UnchangedHolders
Q3 202522,877$464.6K0.1%00.0%UnchangedHolders
Q2 202522,877$530.7K0.2%00.0%UnchangedHolders
Q1 202522,877$447.0K0.1%00.0%UnchangedHolders
Q4 202422,877$481.3K0.2%00.0%UnchangedHolders
Q3 202422,877$407.7K0.1%−1,000−4.2%ReducedHolders
Q2 202423,877$369.9K0.1%00.0%UnchangedHolders
Q1 202423,877$367.2K0.2%+161+0.7%AddedHolders
Q4 202323,716$437.3K0.2%−2,000−7.8%ReducedHolders
Q3 202325,716$398.6K0.2%−1,000−3.7%ReducedHolders
Q2 202326,716$464.9K0.2%00.0%UnchangedHolders
Q1 202326,716$451.0K0.2%00.0%UnchangedHolders
Q4 202226,716$613.0K0.3%00.0%UnchangedHolders
Q3 202226,716$555.0K0.3%00.0%UnchangedHolders
Q2 202226,716$568.0K0.3%00.0%UnchangedHolders
Q1 202226,716$644.0K0.2%00.0%UnchangedHolders
Q4 202126,716$652.0K0.2%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202126,716$590.0K0.2%00.0%UnchangedHolders
Q1 202126,716$613.0K0.3%––Holders

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