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BRC Group Holdings, Inc.: CDZI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRC Group Holdings, Inc. on CDZI, newest first. How the timeline and the estimate are built.

BRC Group Holdings, Inc. held 75,236 CDZI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,236 shares
    Change vs previous 13F +75,236 shares

    0.07% of the 13F portfolio, value $314,486.

    13F-HR 0001213900-26-090234 filed by BRC Group Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -121,537 shares

    13F-HR 0001213900-26-011557 filed by BRC Group Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 121,537 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $363,396.

    13F-HR 0001213900-26-011554 filed by BRC Group Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 121,537 shares
    Change vs previous 13F -1,612,435 shares

    0.45% of the 13F portfolio, value $356,103.

    13F-HR 0001213900-26-011552 filed by BRC Group Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 1,733,972 shares
    Change vs previous 13F +1,546,554 shares

    7.54% of the 13F portfolio, value $9,016,654.

    13F-HR 0001213900-25-014387 filed by BRC Group Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 187,418 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $567,877.

    13F-HR 0001213900-24-098589 filed by BRC Group Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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