Citizens Community Ban shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Citizens Community Ban (CZWI) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Citizens Community Ban
Tip: Access up to 7 years of quarterly data
All positions including Citizens Community Ban held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Citizens Community Ban by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $207k | 15k | 13.80 |
| 2025-03-31 | $216k | 15k | 14.38 |
| 2024-12-31 | $244k | 15k | 16.29 |
| 2024-09-30 | $212k | 15k | 14.17 |
| 2024-03-31 | $182k | 15k | 12.15 |
| 2023-12-31 | $176k | 15k | 11.71 |
| 2023-09-30 | $144k | 15k | 9.60 |
| 2023-06-30 | $133k | 15k | 8.85 |
| 2023-03-31 | $159k | 15k | 10.61 |
| 2022-12-31 | $180k | 15k | 12.03 |
| 2022-09-30 | $182k | 15k | 12.14 |
| 2022-06-30 | $207k | 15k | 13.81 |
| 2022-03-31 | $227k | 15k | 15.14 |
| 2021-12-31 | $206k | 15k | 13.74 |
More positions owned by Congress Wealth Management LLC / DE /
View all positions for Congress Wealth Management LLC / DE /