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Disclosery

Brendel Financial Advisors LLC: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brendel Financial Advisors LLC on CB, newest first. How the timeline and the estimate are built.

Brendel Financial Advisors LLC held 12,840 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,840 shares
    Change vs previous 13F +41 shares

    2.03% of the 13F portfolio, value $4,375,102.

    13F-HR 0001768065-26-000003 filed by Brendel Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 12,799 shares
    Change vs previous 13F +347 shares

    2.06% of the 13F portfolio, value $4,171,579.

    13F-HR 0001768065-26-000002 filed by Brendel Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 12,452 shares
    Change vs previous 13F +12,452 shares

    1.91% of the 13F portfolio, value $3,886,519.

    13F-HR 0001768065-26-000001 filed by Brendel Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -12,125 shares

    13F-HR 0001768065-25-000006 filed by Brendel Financial Advisors LLC
    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.

  5. period ended2025-06-30
    13F 12,125 shares
    Change vs previous 13F -821 shares

    1.97% of the 13F portfolio, value $3,513,000.

    13F-HR 0001768065-25-000004 filed by Brendel Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 12,946 shares
    Change vs previous 13F +752 shares

    2.38% of the 13F portfolio, value $3,910,000.

    13F-HR 0001768065-25-000003 filed by Brendel Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 12,194 shares
    Change vs previous 13F -393 shares

    2.04% of the 13F portfolio, value $3,369,000.

    13F-HR 0001768065-25-000001 filed by Brendel Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 12,587 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $3,630,000.

    13F-HR 0001768065-24-000005 filed by Brendel Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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