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FOGEL CAPITAL MANAGEMENT, INC.: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOGEL CAPITAL MANAGEMENT, INC. on CB, newest first. How the timeline and the estimate are built.

FOGEL CAPITAL MANAGEMENT, INC. held 50,364 CB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,364 shares
    Change vs previous 13F +767 shares

    6.9% of the 13F portfolio, value $17,161,029.

    13F-HR 0002011427-26-000006 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 49,597 shares
    Change vs previous 13F +414 shares

    7.39% of the 13F portfolio, value $16,165,150.

    13F-HR 0002011427-26-000004 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 49,183 shares
    Change vs previous 13F +410 shares

    7.08% of the 13F portfolio, value $15,350,998.

    13F-HR 0002011427-26-000002 filed by FOGEL CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 48,773 shares
    Change vs previous 13F +88 shares

    6.37% of the 13F portfolio, value $13,766,179.

    13F-HR 0002011427-25-000004 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 48,685 shares
    Change vs previous 13F -450 shares

    7.52% of the 13F portfolio, value $14,105,018.

    13F-HR 0001415889-25-020537 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 49,135 shares
    Change vs previous 13F +527 shares

    7.98% of the 13F portfolio, value $14,838,279.

    13F-HR 0001415889-25-010855 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 48,608 shares
    Change vs previous 13F +1,392 shares

    6.75% of the 13F portfolio, value $13,430,390.

    13F-HR 0001415889-25-002092 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 47,216 shares
    Change vs previous 13F not available

    7.02% of the 13F portfolio, value $13,616,622.

    13F-HR 0001415889-24-026091 filed by FOGEL CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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