Position in CRD-A
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$29
-$4 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRD-A Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Sunbelt Securities, Inc. holds $1,728,549 across 6 Insurance Brokers names. CRD-A ranks #6 (0.0% of the industry book) .
All Filings in CRD-A
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29 | 3 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $33 | 3 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $32 | 3 | Shares | Sole | 2025-11-19 | |
| No filing history on record for this holder in this stock. | ||||||