CZWI CITIZENS CMNTY BANCORP INC M

Ownership history in Fourthstone LLC  ·  18 quarters on record

AI Ownership Summary

Fourthstone LLC reported CITIZENS CMNTY BANCORP INC M (CZWI) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.51% in 2025 Q3. The latest visible filing shows CZWI at 0.56% 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 CZWI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fourthstone LLC's position in CITIZENS CMNTY BANCORP INC M, 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

CZWI was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.51% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 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 Fourthstone LLC held CZWI — position size vs. price
% of Fund (quarterly)    CZWI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 168,029 -357,010 -68.0% 0.56% $3.0M 2026-02-14 (Est.) $18.89
2025 Q3 ADDED 525,039 +272,246 +107.7% 1.51% $8.4M 2025-11-14 $16.71
2025 Q2 ADDED 252,793 +108,242 +74.9% 0.68% $3.5M 2025-08-14 $15.72
2025 Q1 REDUCED 144,551 -119,191 -45.2% 0.52% $2.1M 2025-05-14 $14.92
2024 Q4 ADDED 263,742 +156,461 +145.8% 0.84% $4.3M 2025-02-13 $15.50
2024 Q3 REDUCED 107,281 -327,411 -75.3% 0.34% $1.5M 2024-11-14 $14.58
2023 Q4 ADDED 434,692 +252,374 +138.4% 1.03% $5.1M 2024-02-14 $11.00
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Fourthstone LLC and CZWI

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

How long has Fourthstone LLC reported owning CZWI?

Fourthstone LLC reported CZWI across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CZWI position in Fourthstone LLC's portfolio?

The largest reported portfolio weight for CZWI was 1.51% in 2025 Q3.

What is the latest reported CZWI position on this page?

The most recent filing on this page is 2025 Q4, when Fourthstone LLC reported 168,029 shares, equal to 0.56% of portfolio, with an estimated market value of $3.0M.

What does the chart on this CZWI ownership page compare?

The chart compares Fourthstone LLC's quarterly CZWI 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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