Community Bank & Trust, Waco, Texas quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Community Bank & Trust, Waco, Texas opened 3 positions, added to 7, reduced 2, sold out of 0 and left 9 unchanged. The largest increase in value was FELC (+$224); the largest decrease was IDV (-$10).
- VEA: Country of operation —; Class VAN FTSE DEV MKT; Shares 2026-03-31 5,597; Shares 2026-06-30 5,458.
- IJR: Country of operation —; Class CORE S&P SCP ETF; Shares 2026-03-31 1,943; Shares 2026-06-30 1,776.
Two Form 13F-HR filings compared (SEC CIK 1654847): 2026-03-31 (filed 2026-04-17) and 2026-06-30 (filed 2026-08-04). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| H/2 CREDIT MANAGER LP | United States | $0.000B | 19 |
| First Fiduciary Investment Counsel, Inc. | United States | $0.000B | 66 |
| WINSLOW ASSET MANAGEMENT INC | United States | $0.001B | 80 |
| ROWLANDMILLER & PARTNERS.ADV | United States | $0.000B | 189 |
| AR ASSET MANAGEMENT INC | United States | $0.001B | 119 |
| Ayalon Insurance Comp Ltd. | Israel | $0.000B | 61 |
| Avion Wealth | United States | $0.000B | 1,558 |
| LATHROP INVESTMENT MANAGEMENT CO | United States | $0.001B | 83 |
| F&V Capital Management, LLC | United States | $0.000B | 59 |
| VK Services, LLC | United States | $0.001B | 1 |