Security key
174615104
- Security type / class
- Equity / COM
- Total 13F shares
- 304,513
- Total 13F value
- $23,339,013
- Share change
- +59,840
- SEC-reported price per share
- $76.72
- Number of holders
- 25
- Value change
- +$4,615,470
- Number of buys
- 10
- Number of sells
- 6
Report period
Q4 2022
Institutions
25
Top holders
10
CZFS full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2023
Previous quarter: Q3 2022
CITIZENS FINANCIAL SERVICES INC SEC filings
CITIZENS FINANCIAL SERVICES INC company facts
Broader feeds
Reporting periods
Holder history for CUSIP 174615104
Recent filing periods:
Ownership snapshot
Top reported holders of CZFS - CITIZENS FINANCIAL SERVICES INC - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
CITIZENS & NORTHERN CORP
Disclosed value leader
CITIZENS & NORTHERN CORP
Comparable rows
0/15
Latest evidence
30 Sep 2022
13F
Highest disclosed value: $6,103,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
CITIZENS & NORTHERN CORP has the largest disclosed position value at $6.1M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens CITIZENS & NORTHERN CORP's linked filing trail.
Disclosed position value
Top 5
CITIZENS & NORTHERN CORP
$6.1M
Hudock, Inc.
$2.85M
JFS WEALTH ADVISORS, LLC
$2.13M
FMR LLC
$1.78M
Ergoteles LLC
$925K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| CITIZENS & NORTHERN CORP |
13F
Company
|
—
class O/S missing
|
$6,103,000
86,937 shares
|
— | 30 Sep 2022 |
| Hudock, Inc. |
13F
Company
|
—
class O/S missing
|
$2,848,000
40,570 shares
|
— | 30 Sep 2022 |
| JFS WEALTH ADVISORS, LLC |
13F
Company
|
—
class O/S missing
|
$2,127,000
30,294 shares
|
— | 30 Sep 2022 |
| FMR LLC |
13F
Company
|
—
class O/S missing
|
$1,780,000
25,423 shares
|
— | 30 Sep 2022 |
| Ergoteles LLC |
13F
Company
|
—
class O/S missing
|
$925,000
13,210 shares
|
— | 30 Sep 2022 |
| WEATHERLY ASSET MANAGEMENT L. P. |
13F
Company
|
—
class O/S missing
|
$671,000
9,562 shares
|
— | 30 Sep 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
25
Shares
304,513
Rows available
25
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2022 vs Q3 2022 Across Filers
Q3 2022 holders
24
Q4 2022 holders
25
Holder diff
1
| Investor | Q3 2022 Shares | Q4 2022 Shares | Share Diff | Share Chg % | Q3 2022 value | Q4 2022 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend