Position in CBT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$257,474
+$43,971 QoQ
Shares Held
2,835
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#252
of 388 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBT Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Lakeridge Wealth Management LLC holds $13,050,432 across 3 Specialty Chemicals names. CBT ranks #2 (2.0% of the industry book) .
All Filings in CBT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,474 | 2,835 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $213,503 | 2,835 | Shares | Sole | 2026-04-08 | |
| 2025-09-30 | $215,601 | 2,835 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $212,625 | 2,835 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $235,701 | 2,835 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $258,863 | 2,835 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $316,867 | 2,835 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $260,508 | 2,835 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $261,387 | 2,835 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $236,722 | 2,835 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||