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Aureum Wealth Management, LLC

SEC CIK
0002093444
Latest filing
Jul 22, 2026

CBU holding history

Community Financial System, Inc. in every 13F filed by Aureum Wealth Management, 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 (Q2 2026)
7,571
Value
$508.2K
% of portfolio
0.3%
Quarters held
3
Since Q4 2025
Holdings of CBU by Aureum Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,571$508.2K0.3%00.0%UnchangedHolders
Q1 20267,571$444.0K0.3%+221+3.0%AddedHolders
Q4 20257,350$422.2K0.4%–No prior filingHolders