Position in CB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$330,517
+$127,463 QoQ
Shares Held
970
+55.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,563
of 2,131 holders
Holding Since
Mar 2026
2 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, 2026Alteri Wealth LLC holds $1,560,230 across 4 Insurance - Property & Casualty names. CB ranks #3 (21.2% of the industry book) .
All Filings in CB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,517 | 970 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $203,054 | 623 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||