Position in CBT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,542,595
+$198,798 QoQ
Shares Held
27,996
-10.0% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#94
of 388 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in CBT Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Moran Wealth Management, LLC holds $37,980,286 across 6 Specialty Chemicals names. CBT ranks #4 (6.7% of the industry book) .
All Filings in CBT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,542,595 | 27,996 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,343,797 | 31,122 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,225,516 | 48,665 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,966,615 | 52,158 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,078,575 | 54,381 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,049,424 | 60,734 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,681,125 | 62,218 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,942,705 | 62,116 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,691,482 | 61,938 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,659,881 | 61,387 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,327,391 | 39,849 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,718,847 | 39,250 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,600,816 | 38,882 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,917,608 | 38,069 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,120,632 | 31,727 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||