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Farrell Financial LLC: CWB position timeline

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

Farrell Financial LLC held 15,981 CWB shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,981 shares
    Change vs previous 13F +343 shares

    0.93% of the 13F portfolio, value $1,723,076.

    13F-HR 0001754960-26-000469 filed by Farrell Financial 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 15,638 shares
    Change vs previous 13F +324 shares

    0.86% of the 13F portfolio, value $1,431,228.

    13F-HR 0001754960-26-000217 filed by Farrell Financial 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 15,314 shares
    Change vs previous 13F +1,778 shares

    0.81% of the 13F portfolio, value $1,366,015.

    13F-HR 0001754960-26-000026 filed by Farrell Financial 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 13,536 shares
    Change vs previous 13F +284 shares

    0.77% of the 13F portfolio, value $1,225,042.

    13F-HR 0001754960-25-000697 filed by Farrell Financial 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 13,252 shares
    Change vs previous 13F +159 shares

    0.74% of the 13F portfolio, value $1,095,419.

    13F-HR 0001754960-25-000374 filed by Farrell Financial 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 13,093 shares
    Change vs previous 13F +456 shares

    0.73% of the 13F portfolio, value $1,003,217.

    13F-HR 0001754960-25-000203 filed by Farrell Financial 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 12,637 shares
    Change vs previous 13F +366 shares

    0.7% of the 13F portfolio, value $984,320.

    13F-HR 0001754960-25-000042 filed by Farrell Financial 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 12,271 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $968,316.

    13F-HR 0001754960-24-000558 filed by Farrell Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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