FGBI FIRST GTY BANCSHARES INC

Ownership history in CWM, LLC  ·  30 quarters on record

AI Ownership Summary

CWM, LLC reported FIRST GTY BANCSHARES INC (FGBI) in 30 quarterly 13F filings from 2023 Q3 through 2025 Q4. The latest visible filing shows FGBI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FGBI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CWM, LLC's position in FIRST GTY BANCSHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FGBI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CWM, LLC held FGBI — position size vs. price
% of Fund (quarterly)    FGBI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 5,963 0% 0.00% $32K 2026-02-14 (Est.) $9.29
2025 Q3 UNCHANGED 5,963 0% 0.00% $48K 2025-10-15 $8.40
2025 Q2 UNCHANGED 5,963 0% 0.00% $49K 2025-07-25 $8.55
2025 Q1 UNCHANGED 5,963 0% 0.00% $46K 2025-05-01 $9.74
2024 Q4 UNCHANGED 5,963 0% 0.00% $68K 2025-02-04 $10.32
2024 Q3 UNCHANGED 5,963 0% 0.00% $64K 2024-10-08 $10.43
2024 Q2 UNCHANGED 5,963 0% 0.00% $54K 2024-07-10 $9.12
2024 Q1 UNCHANGED 5,963 0% 0.00% $61K 2024-04-05 $9.47
2023 Q4 UNCHANGED 5,963 0% 0.00% $66K 2024-02-01 $12.09
2023 Q3 UNCHANGED 5,963 0% 0.00% $66K 2023-10-11 $10.06
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CWM, LLC and FGBI

These are the practical questions this page is built to answer before you even open the full history table.

How long has CWM, LLC reported owning FGBI?

CWM, LLC reported FGBI across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported FGBI position in CWM, LLC's portfolio?

The largest reported portfolio weight for FGBI was 0.00% in 2023 Q3.

What is the latest reported FGBI position on this page?

The most recent filing on this page is 2025 Q4, when CWM, LLC reported 5,963 shares, equal to 0.00% of portfolio, with an estimated market value of $32K.

What does the chart on this FGBI ownership page compare?

The chart compares CWM, LLC's quarterly FGBI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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