Position in CB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$19,422
-$6,652 QoQ
Shares Held
57
-28.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,028
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, 2026Greykasell Wealth Strategies, Inc. holds $1,223,428 across 4 Insurance - Property & Casualty names. CB ranks #3 (1.6% of the industry book) .
All Filings in CB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,422 | 57 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $26,074 | 80 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,421 | 43 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,136 | 43 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,794 | 20 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,039 | 20 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||