Cobblestone Asset Management LLC: CAIE position timeline

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

Cobblestone Asset Management LLC held 7,626 CAIE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

period ended2026-06-30
13F 7,626 shares
Change vs previous 13F -3,879 shares
0.09% of the 13F portfolio, value $207,491.
13F-HR 0001994512-26-000007 filed by Cobblestone Asset Management LLC
Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 11,505 shares
Change vs previous 13F not available
0.13% of the 13F portfolio, value $289,236.
13F-HR 0001994512-26-000005 filed by Cobblestone Asset Management LLC
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).