Community Bank System shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Community Bank System (CBU) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Community Bank System
Tip: Access up to 7 years of quarterly data
All positions including Community Bank System held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Community Bank System by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 55k | 58.22 |
| 2025-06-30 | $3.3M | 56k | 60.08 |
| 2025-03-31 | $3.2M | 56k | 56.86 |
| 2024-12-31 | $3.2M | 53k | 61.68 |
| 2024-06-30 | $2.4M | 50k | 47.21 |
| 2024-03-31 | $2.3M | 49k | 48.03 |
| 2023-12-31 | $2.6M | 50k | 52.11 |
| 2023-09-30 | $2.2M | 53k | 42.21 |
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