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Livermore
Livermore
ZHEN

Crown Wealth Group, LLC

SEC CIK
0001845698
Latest filing
Jul 21, 2026

CLBK holding history

Columbia Financial, Inc. in every 13F filed by Crown Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CLBK overviewAll 13F holders of CLBKFull Q2 2026 holdings

Shares (Q2 2026)
15,500
Value
$328.9K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of CLBK by Crown Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,500$328.9K0.1%00.0%UnchangedHolders
Q1 202615,500$271.4K0.1%00.0%UnchangedHolders
Q4 202515,500$240.9K0.1%00.0%UnchangedHolders
Q3 202515,500$232.7K0.1%00.0%UnchangedHolders
Q2 202515,500$224.9K0.1%00.0%UnchangedHolders
Q1 202515,500$232.5K0.1%00.0%UnchangedHolders
Q4 202415,500$245.1K0.1%00.0%UnchangedHolders
Q3 202415,500$264.6K0.1%00.0%UnchangedHolders
Q2 202415,500$232.0K0.1%00.0%UnchangedHolders
Q1 202415,500$266.8K0.1%00.0%UnchangedHolders
Q4 202315,500$298.8K0.2%00.0%UnchangedHolders
Q3 202315,500$243.5K0.2%00.0%UnchangedHolders
Q2 202315,500$268.0K0.2%+500+3.3%AddedHolders
Q1 202315,000$274.2K0.2%00.0%UnchangedHolders
Q4 202215,000$324.3K0.3%−5,000−25.0%ReducedHolders
Q3 202220,000$423.0K0.4%00.0%UnchangedHolders
Q2 202220,000$436.0K0.4%00.0%UnchangedHolders
Q1 202220,000$430.0K0.3%00.0%UnchangedHolders
Q4 202120,000$417.0K0.4%–No prior filingHolders