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Disclosery

Park Square Financial Group, LLC: CWB position timeline

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

Park Square Financial Group, LLC held 107 CWB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107 shares
    Change vs previous 13F -1 shares

    0.1% of the 13F portfolio, value $11,537.

    13F-HR 0002058285-26-000003 filed by Park Square Financial Group, 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 108 shares
    Change vs previous 13F -182 shares

    0.08% of the 13F portfolio, value $9,884.

    13F-HR 0002058285-26-000002 filed by Park Square Financial Group, 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 290 shares
    Change vs previous 13F +34 shares

    0.13% of the 13F portfolio, value $22,588.

    13F-HR 0002058285-26-000001 filed by Park Square Financial Group, 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 256 shares
    Change vs previous 13F +256 shares

    0.1% of the 13F portfolio, value $23,168.

    13F-HR 0002058285-25-000007 filed by Park Square Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,111 shares

    13F-HR 0002058285-25-000003 filed by Park Square Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 1,111 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $86,536.

    13F-HR 0002058285-25-000002 filed by Park Square Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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