Position in CB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$135,954
+$5,909 QoQ
Shares Held
399
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,869
of 2,131 holders
Holding Since
Mar 2025
6 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, 2026PROATHLETE WEALTH MANAGEMENT LLC holds $1,207,883 across 3 Insurance - Property & Casualty names. CB ranks #2 (11.3% of the industry book) .
All Filings in CB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,954 | 399 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $130,045 | 399 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $124,535 | 399 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $112,617 | 399 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $115,597 | 399 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $120,493 | 399 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||