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Platform Wealth Management, LLC

SEC CIK
0002110622
Latest filing
Aug 10, 2026

CWBC holding history

Community West Bancshares in every 13F filed by Platform Wealth Management, LLC, 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)
24,791
Value
$665.9K
% of portfolio
0.2%
Quarters held
2
Since Q4 2025
Holdings of CWBC by Platform Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,791$665.9K0.2%–No prior filingHolders
Q1 2026––––Not filedHolders
Q4 202524,791$557.8K0.1%–No prior filingHolders