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CWS Financial Advisors, LLC: VUSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWS Financial Advisors, LLC on VUSB, newest first. How the timeline and the estimate are built.

CWS Financial Advisors, LLC held 77,985 VUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,985 shares
    Change vs previous 13F +14,011 shares

    0.86% of the 13F portfolio, value $3,882,093.

    13F-HR 0001104659-26-088541 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 63,974 shares
    Change vs previous 13F +17,042 shares

    0.82% of the 13F portfolio, value $3,184,958.

    13F-HR 0001104659-26-049318 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 46,932 shares
    Change vs previous 13F +2,982 shares

    0.64% of the 13F portfolio, value $2,339,103.

    13F-HR 0001104659-26-011365 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 43,950 shares
    Change vs previous 13F +1,291 shares

    0.61% of the 13F portfolio, value $2,197,272.

    13F-HR 0001104659-25-106015 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 42,659 shares
    Change vs previous 13F -1,200 shares

    0.62% of the 13F portfolio, value $2,127,184.

    13F-HR 0001104659-25-075641 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 43,859 shares
    Change vs previous 13F -2,149 shares

    0.69% of the 13F portfolio, value $2,186,608.

    13F-HR 0001104659-25-047906 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 46,008 shares
    Change vs previous 13F +2,954 shares

    0.74% of the 13F portfolio, value $2,282,926.

    13F-HR 0001104659-25-009042 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 43,054 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,150,129.

    13F-HR 0001104659-24-118471 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).