Position in CB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$296,103
+$10,589 QoQ
Shares Held
869
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,627
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, 2026ALTFEST L J & CO INC holds $2,559,095 across 3 Insurance - Property & Casualty names. CB ranks #2 (11.6% 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 | $296,103 | 869 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $285,514 | 876 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,552,797 | 4,975 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,323,188 | 4,688 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $252,925 | 873 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $249,745 | 827 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $471,090 | 1,705 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $267,914 | 929 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $242,070 | 949 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $248,246 | 958 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $219,446 | 971 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $203,391 | 977 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||