Potentia Wealth
- SEC CIK
- 0002052308
- Latest filing
- Aug 13, 2026
CWBC holding history
Community West Bancshares in every 13F filed by Potentia Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CWBC overviewAll 13F holders of CWBCFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −20,162−100.0% | Sold out | Holders |
| Q1 2026 | 20,162 | $469.8K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2025 | 20,162 | $453.6K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2025 | 20,162 | $420.2K | 0.2% | +20,162 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −13,092−100.0% | Sold out | Holders |
| Q1 2025 | 13,092 | $241.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 13,092 | $253.6K | 0.1% | – | No prior filing | Holders |