Position in CBAT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$12,420
-$149 QoQ
Shares Held
14,964
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBAT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026Trek Financial, LLC holds $2,907,103 across 3 Electrical Equipment & Parts names. CBAT ranks #3 (0.4% of the industry book) .
All Filings in CBAT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,420 | 14,964 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,569 | 14,964 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $17,657 | 14,964 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,971 | 14,964 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $14,066 | 14,964 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,705 | 14,964 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $20,500 | 14,964 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $15,562 | 14,964 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,712 | 14,964 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $12,270 | 14,964 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,256 | 14,964 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,168 | 14,964 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $14,814 | 14,964 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $17,208 | 14,964 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,011 | 14,964 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $19,153 | 14,964 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||