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Hershey Financial Advisers, LLC: CWB position timeline

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

Hershey Financial Advisers, LLC held 53,167 CWB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,167 shares
    Change vs previous 13F +2,283 shares

    4.12% of the 13F portfolio, value $5,732,477.

    13F-HR 0002034214-26-000003 filed by Hershey Financial Advisers, 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 50,884 shares
    Change vs previous 13F +10,330 shares

    4.02% of the 13F portfolio, value $4,656,913.

    13F-HR 0002034214-26-000002 filed by Hershey Financial Advisers, 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 40,554 shares
    Change vs previous 13F -10,367 shares

    3.06% of the 13F portfolio, value $3,617,426.

    13F-HR 0002034214-26-000001 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 50,921 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $3,966,237.

    13F-HR 0002034214-25-000001 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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