Citizens Financial Services shares owned by True Wealth Design
Quarter-by-quarter ownership of Citizens Financial Services (CZFS) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design investment in Citizens Financial Services
Tip: Access up to 7 years of quarterly data
All positions including Citizens Financial Services held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Citizens Financial Services by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $58 | 1 | 58.00 |
| 2025-09-30 | $61 | 1 | 61.00 |
| 2025-06-30 | $60 | 1 | 60.00 |
| 2025-03-31 | $59 | 1 | 59.00 |