Skip to content
Disclosery

FOCUS Wealth Advisors, LLC: CWB position timeline

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

FOCUS Wealth Advisors, LLC held 28,928 CWB shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,928 shares
    Change vs previous 13F -143 shares

    1.45% of the 13F portfolio, value $3,119,034.

    13F-HR 0001845643-26-000003 filed by FOCUS Wealth 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 29,071 shares
    Change vs previous 13F -1,428 shares

    1.3% of the 13F portfolio, value $2,660,549.

    13F-HR 0001845643-26-000002 filed by FOCUS Wealth 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 30,499 shares
    Change vs previous 13F -538 shares

    1.27% of the 13F portfolio, value $2,720,545.

    13F-HR 0001845643-26-000001 filed by FOCUS Wealth 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 31,037 shares
    Change vs previous 13F -115 shares

    1.35% of the 13F portfolio, value $2,808,865.

    13F-HR 0001085146-25-005821 filed by FOCUS Wealth 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 31,152 shares
    Change vs previous 13F +40 shares

    1.34% of the 13F portfolio, value $2,575,023.

    13F-HR 0001085146-25-003681 filed by FOCUS Wealth 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 31,112 shares
    Change vs previous 13F -788 shares

    1.32% of the 13F portfolio, value $2,383,780.

    13F-HR 0001085146-25-002738 filed by FOCUS Wealth 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 31,900 shares
    Change vs previous 13F -276 shares

    1.32% of the 13F portfolio, value $2,484,703.

    13F-HR 0001085146-25-000263 filed by FOCUS Wealth 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 32,176 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $2,464,359.

    13F-HR 0001085146-24-004840 filed by FOCUS Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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