Position in CB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$340
+$15 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,130
of 2,131 holders
Holding Since
Sep 2023
12 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, 2026DHJJ Financial Advisors, Ltd. holds $52,915 across 4 Insurance - Property & Casualty names. CB ranks #4 (0.6% of the industry book) .
All Filings in CB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340 | 1 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $325 | 1 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $4,993 | 16 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,516 | 16 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,635 | 16 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $301 | 1 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $276 | 1 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $288 | 1 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $255 | 1 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $259 | 1 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $226 | 1 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $208 | 1 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||