Position in CB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,385
-$2,413 QoQ
Shares Held
7
-58.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,111
of 2,131 holders
Holding Since
Dec 2022
13 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, 2026Trifecta Capital Advisors, LLC holds $317,487 across 5 Insurance - Property & Casualty names. CB ranks #3 (0.8% of the industry book) .
All Filings in CB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,385 | 7 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $4,798 | 17 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $42,588 | 147 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,133 | 17 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,697 | 17 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $20,475 | 71 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,336 | 17 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,405 | 17 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,842 | 17 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,539 | 17 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,273 | 17 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,301 | 17 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,750 | 17 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||