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Cohen Investment Advisors LLC: CB position timeline

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

Cohen Investment Advisors LLC held 13,261 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,261 shares
    Change vs previous 13F -146 shares

    2.02% of the 13F portfolio, value $4,518,553.

    13F-HR 0001845081-26-000004 filed by Cohen Investment 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 13,407 shares
    Change vs previous 13F +27 shares

    2.08% of the 13F portfolio, value $4,369,743.

    13F-HR 0001845081-26-000002 filed by Cohen Investment 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 13,380 shares
    Change vs previous 13F +189 shares

    1.92% of the 13F portfolio, value $4,176,165.

    13F-HR 0001845081-26-000001 filed by Cohen Investment 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 13,191 shares
    Change vs previous 13F +691 shares

    1.81% of the 13F portfolio, value $3,723,160.

    13F-HR 0001085146-25-005935 filed by Cohen Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 12,500 shares
    Change vs previous 13F +413 shares

    1.89% of the 13F portfolio, value $3,621,500.

    13F-HR 0001085146-25-004065 filed by Cohen Investment 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/A 12,087 shares
    Change vs previous 13F +410 shares

    2.12% of the 13F portfolio, value $3,650,153.

    13F-HR/A 0001085146-25-002413 filed by Cohen Investment 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 11,677 shares
    Change vs previous 13F +1,222 shares

    1.95% of the 13F portfolio, value $3,226,355.

    13F-HR 0001085146-25-000211 filed by Cohen Investment 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 10,455 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $3,015,117.

    13F-HR 0001085146-24-004684 filed by Cohen Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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