Position in CB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$398,325
+$20,899 QoQ
Shares Held
1,169
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,482
of 2,131 holders
Holding Since
Sep 2020
10 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, 2026Founders Financial Alliance, LLC holds $2,527,956 across 4 Insurance - Property & Casualty names. CB ranks #2 (15.8% of the industry book) .
All Filings in CB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,325 | 1,169 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $377,426 | 1,158 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $361,434 | 1,158 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $307,088 | 1,088 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $314,925 | 1,087 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $327,961 | 1,086 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $246,183 | 891 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $253,783 | 880 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $246,917 | 968 | Shares | Sole | 2024-08-26 | |
| 2020-09-30 | $19,158 | 165 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||