Position in CB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$387,080
-$60,095 QoQ
Shares Held
1,136
-17.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,497
of 2,131 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Souders Financial Advisors holds $6,684,606 across 3 Insurance - Property & Casualty names. CB ranks #3 (5.8% of the industry book) .
All Filings in CB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,080 | 1,136 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $447,175 | 1,372 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $388,901 | 1,246 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $332,490 | 1,178 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $296,673 | 1,024 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $208,675 | 691 | Shares | Sole | 2025-05-05 | |
| 2022-12-31 | $230,085 | 1,043 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $216,238 | 1,100 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $232,295 | 1,086 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||