Position in CB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$415,362
+$47,062 QoQ
Shares Held
1,219
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,457
of 2,131 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Planned Solutions, Inc. holds $1,142,479 across 3 Insurance - Property & Casualty names. CB ranks #1 (36.4% 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 | $415,362 | 1,219 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $368,300 | 1,130 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $352,695 | 1,130 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $262,492 | 930 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $281,028 | 970 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $293,534 | 972 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $263,313 | 953 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $257,532 | 893 | Shares | Sole | 2024-10-09 | |
| 2023-12-31 | $140,798 | 623 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||