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CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

DNB holding history

Dun & Bradstreet Holdings, 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.

DNB overviewAll 13F holders of DNBFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2022
Holdings of DNB by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−10,509−100.0%Sold outHolders
Q4 202310,509$123.0K<0.1%+2,391+29.5%AddedHolders
Q3 20238,118$81.1K<0.1%−2,263−21.8%ReducedHolders
Q2 202310,381$120.1K<0.1%00.0%UnchangedHolders
Q1 202310,381$121.9K<0.1%+10,381NewHolders
Q3 20220$00.0%−9,640−100.0%Sold outHolders
Q2 20229,640$145.0K0.1%+9,640NewHolders