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LeClair Wealth Partners LLC

SEC CIK
0002056667
Latest filing
Aug 4, 2026

CB holding history

Chubb Ltd in every 13F filed by LeClair Wealth Partners LLC, 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 (Q2 2026)
1,486
Value
$506.3K
% of portfolio
0.3%
Quarters held
7
Since Q4 2024
Holdings of CB by LeClair Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,486$506.3K0.3%−492−24.9%ReducedHolders
Q1 20261,978$644.8K0.2%+497+33.6%AddedHolders
Q4 20251,481$462.3K0.3%00.0%UnchangedHolders
Q3 20251,481$418.0K0.3%+373+33.7%AddedHolders
Q2 20251,108$321.0K0.2%00.0%UnchangedHolders
Q1 20251,108$334.6K0.2%00.0%UnchangedHolders
Q4 20241,108$306.1K0.2%–No prior filingHolders