Position in CB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$240,221
New position
Shares Held
705
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,743
of 2,131 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 20261900 WEALTH MANAGEMENT LLC holds $871,523 across 3 Insurance - Property & Casualty names. CB ranks #2 (27.6% of the industry book) .
All Filings in CB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,221 | 705 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||