Position in CC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,473
-$329 QoQ
Shares Held
218
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#353
of 469 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CC Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $325,818 across 6 Specialty Chemicals names. CC ranks #6 (1.4% of the industry book) .
All Filings in CC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,473 | 218 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,802 | 218 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,570 | 218 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,453 | 218 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,496 | 218 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,949 | 218 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,684 | 218 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||