Waterford Advisors, LLC
- SEC CIK
- 0001960657
- Latest filing
- Aug 14, 2026
CBU holding history
Community Financial System, Inc. in every 13F filed by Waterford Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CBU overviewAll 13F holders of CBUFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −64,107−100.0% | Sold out | Holders |
| Q2 2025 | 64,107 | $2.55M | 0.9% | +64,107 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −44,863−100.0% | Sold out | Holders |
| Q4 2024 | 44,863 | $2.77M | 1.4% | 00.0% | Unchanged | Holders |
| Q3 2024 | 44,863 | $2.61M | 1.3% | +44,863 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −44,863−100.0% | Sold out | Holders |
| Q1 2024 | 44,863 | $2.15M | 0.9% | +44,863 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −44,863−100.0% | Sold out | Holders |
| Q3 2023 | 44,863 | $1.89M | 1.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 44,863 | $2.10M | 1.0% | +44,863 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −44,863−100.0% | Sold out | Holders |
| Q4 2022 | 44,863 | $2.82M | 1.6% | – | No prior filing | Holders |