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Disclosery

David J Yvars Group: CWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of David J Yvars Group on CWB, newest first. How the timeline and the estimate are built.

David J Yvars Group held 69,141 CWB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 69,141 shares
    Change vs previous 13F +4,064 shares

    3.22% of the 13F portfolio, value $6,995,718.

    13F-HR 0001085146-26-000859 filed by David J Yvars Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 65,077 shares
    Change vs previous 13F +2,506 shares

    3.45% of the 13F portfolio, value $7,016,563.

    13F-HR 0001836266-26-000003 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 62,571 shares
    Change vs previous 13F +1,314 shares

    3.2% of the 13F portfolio, value $5,726,462.

    13F-HR 0001836266-26-000002 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 61,257 shares
    Change vs previous 13F +6,572 shares

    2.91% of the 13F portfolio, value $5,464,092.

    13F-HR 0001836266-26-000001 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 54,685 shares
    Change vs previous 13F +363 shares

    2.65% of the 13F portfolio, value $4,949,019.

    13F-HR 0001836266-25-000002 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 54,322 shares
    Change vs previous 13F -2,038 shares

    2.63% of the 13F portfolio, value $4,490,254.

    13F-HR 0001085146-25-003610 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 56,360 shares
    Change vs previous 13F -372 shares

    3.4% of the 13F portfolio, value $4,318,337.

    13F-HR 0001085146-25-002132 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 56,732 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $4,418,843.

    13F-HR 0001085146-25-000162 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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