Position in CMBT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$35,884
+$3,437 QoQ
Shares Held
2,565
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#122
of 167 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMBT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $5,409,474 across 4 Oil & Gas Midstream names. CMBT ranks #2 (0.7% of the industry book) .
All Filings in CMBT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,884 | 2,565 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $32,447 | 2,565 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||