Investors who own more than 5% of a class must file a Schedule 13D or 13G. The latest filing for each security since 12/18/2024, newest first.
| Issuer | % of Class | Filed | |||
|---|---|---|---|---|---|
|
Catalyst Bancorp, Inc.
13D/A
CLST · 14888L101
|
9.0% |
8/27/2026
Event 8/27/2026
|
|||
| Stilwell Activist Fund, L.P. | 9.0% | ||||
| Stilwell Activist Investments, L.P. | 9.0% | ||||
| Stilwell Partners L P | 9.0% | ||||
| Stilwell Value LLC | 9.0% | ||||
| Stilwell Joseph | 9.0% | ||||
| Alcott Mark David | <0.1% | ||||
|
Wheeler Real Estate Investment Trust, Inc.
13D/A
WHLR · 963025754
|
50.0% |
8/19/2026
Event 8/17/2026
|
|||
| Stilwell Value Partners VII, L.P. | 50.0% | ||||
| Stilwell Activist Fund, L.P. | 50.0% | ||||
| Stilwell Activist Investments, L.P. | 50.0% | ||||
| Stilwell Associates L P | 50.0% | ||||
| Stilwell Value LLC | 50.0% | ||||
| Stilwell Joseph | 50.0% | ||||
|
CSB Financial Inc.
13D
CSBA · 12590S109
|
9.9% |
8/6/2026
Event 7/30/2026
|
|||
| Stilwell Activist Fund, L.P. | 9.9% | ||||
| Stilwell Activist Investments, L.P. | 9.9% | ||||
| Stilwell Partners L P | 9.9% | ||||
| Stilwell Value LLC | 9.9% | ||||
| Stilwell Joseph | 9.9% | ||||
|
Peoples Financial Corp /MS/
13D/A
PFBX · 71103B102
|
17.2% |
8/4/2026
Event 7/31/2026
|
|||
| Stilwell Value Partners VII, L.P. | 17.2% | ||||
| Stilwell Activist Fund, L.P. | 17.2% | ||||
| Stilwell Activist Investments, L.P. | 17.2% | ||||
| Stilwell Value LLC | 17.2% | ||||
| Stilwell Joseph | 17.2% | ||||
|
Central Plains Bancshares, Inc.
13D/A
CPBI · 15486W100
|
9.7% |
7/9/2026
Event 7/9/2026
|
|||
| Stilwell Activist Fund, L.P. | 9.7% | ||||
| Stilwell Activist Investments, L.P. | 9.7% | ||||
| Stilwell Partners L P | 9.7% | ||||
| Stilwell Value LLC | 9.7% | ||||
| Stilwell Joseph | 9.7% | ||||
|
URSB Bancorp, Inc.
13D
URSB · 90323M102
|
9.6% |
3/31/2026
Event 3/27/2026
|
|||
| Stilwell Activist Fund, L.P. | 9.6% | ||||
| Stilwell Activist Investments, L.P. | 9.6% | ||||
| Stilwell Partners L P | 9.6% | ||||
| Stilwell Value LLC | 9.6% | ||||
| Stilwell Joseph | 9.6% | ||||
|
Lake Shore Bancorp, Inc. /MD/
13D/A
LSBK · 510700107
|
9.9% |
3/18/2026
Event 3/17/2026
|
|||
| Stilwell Activist Fund, L.P. | 9.9% | ||||
| Stilwell Activist Investments, L.P. | 9.9% | ||||
| Stilwell Partners L P | 9.9% | ||||
| Stilwell Value LLC | 9.9% | ||||
| Stilwell Joseph | 9.9% | ||||
|
IF Bancorp, Inc.
13D/A
IROQ · 44951J105
|
0% |
3/16/2026
Event 3/12/2026
|
|||
| Stilwell Activist Fund, L.P. | 0% | ||||
| Stilwell Activist Investments, L.P. | 0% | ||||
| Stilwell Value LLC | 0% | ||||
| Stilwell Joseph | 0% | ||||
|
Kingsway Financial Services Inc
13D/A
KWY · 496904202
|
12.7% |
12/19/2025
Event 12/17/2025
|
|||
| Stilwell Activist Fund, L.P. | 12.7% | ||||
| Stilwell Activist Investments, L.P. | 12.7% | ||||
| Stilwell Associates L P | 12.7% | ||||
| Stilwell Value Partners VII, L.P. | 12.7% | ||||
| Stilwell Value LLC | 12.7% | ||||
| Stilwell Joseph | 12.7% | ||||
|
Wheeler Real Estate Investment Trust, Inc.
13D/A
WHLR · 963025796
|
50.0% |
11/24/2025
Event 11/20/2025
|
|||
| Stilwell Value Partners VII, L.P. | 50.0% | ||||
| Stilwell Activist Fund, L.P. | 50.0% | ||||
| Stilwell Activist Investments, L.P. | 50.0% | ||||
| Stilwell Associates L P | 50.0% | ||||
| Stilwell Value LLC | 50.0% | ||||
| Stilwell Joseph | 50.0% | ||||
|
Wheeler Real Estate Investment Trust, Inc.
13D/A
WHLR · 963025846
|
50.0% |
6/13/2025
Event 6/11/2025
|
|||
| Stilwell Value Partners VII, L.P. | 50.0% | ||||
| Stilwell Activist Fund, L.P. | 50.0% | ||||
| Stilwell Activist Investments, L.P. | 50.0% | ||||
| Stilwell Associates L P | 50.0% | ||||
| Stilwell Value LLC | 50.0% | ||||
| Stilwell Joseph | 50.0% | ||||
|
Provident Bancorp, Inc. /MD/
13D/A
PVBC · 74383L105
|
3.8% |
6/13/2025
Event 6/11/2025
|
|||
| Stilwell Activist Fund, L.P. | 3.8% | ||||
| Stilwell Activist Investments, L.P. | 3.8% | ||||
| Stilwell Partners L P | 3.8% | ||||
| Stilwell Value LLC | 3.8% | ||||
| Stilwell Joseph | 3.8% | ||||