CPA Asset Management Group, LLC: SBUX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CPA Asset Management Group, LLC on SBUX, newest first. How the timeline and the estimate are built.
CPA Asset Management Group, LLC held 2,703 SBUX shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 2,703 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $276,220.
13F-HR 0001963967-26-000006 filed by CPA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,703 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $242,162.
13F-HR 0001963967-26-000005 filed by CPA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,703 sharesChange vs previous 13F +2,703 shares
0.08% of the 13F portfolio, value $227,620.
13F-HR 0001963967-26-000001 filed by CPA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -2,043 shares
13F-HR 0001963967-25-000006 filed by CPA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 2,043 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $200,398.
13F-HR 0001963967-25-000004 filed by CPA Asset Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).