Consolidated Planning Corp
- SEC CIK
- 0001805250
- Latest filing
- Jul 24, 2026
CB holding history
Chubb Ltd in every 13F filed by Consolidated Planning Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CB overviewAll 13F holders of CBFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −16,805−100.0% | Sold out | Holders |
| Q2 2023 | 16,805 | $3.24M | 0.7% | +462+2.8% | Added | Holders |
| Q1 2023 | 16,343 | $3.17M | 0.8% | −702−4.1% | Reduced | Holders |
| Q4 2022 | 17,045 | $3.76M | 1.0% | +456+2.7% | Added | Holders |
| Q3 2022 | 16,589 | $3.02M | 0.9% | +539+3.4% | Added | Holders |
| Q2 2022 | 16,050 | $3.15M | 1.0% | +16,050 | New | Holders |