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Accredited Wealth Management, LLC: CPB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accredited Wealth Management, LLC on CPB, newest first. How the timeline and the estimate are built.

Accredited Wealth Management, LLC held 2,477 CPB shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,477 shares
    Change vs previous 13F +2,277 shares

    0.01% of the 13F portfolio, value $14,288.

    13F-HR 0002056519-25-000008 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 200 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,130.

    13F-HR 0002056519-25-000007 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).