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Left Brain Wealth Management, LLC: CB position timeline

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

Left Brain Wealth Management, LLC held 20,034 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,034 shares
    Change vs previous 13F -231 shares

    2.06% of the 13F portfolio, value $6,826,385.

    13F-HR 0001104659-26-088542 filed by Left Brain Wealth Management, 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 20,265 shares
    Change vs previous 13F -17 shares

    2.59% of the 13F portfolio, value $6,604,971.

    13F-HR 0001104659-26-052365 filed by Left Brain Wealth Management, 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 20,282 shares
    Change vs previous 13F -1,213 shares

    2.19% of the 13F portfolio, value $6,330,418.

    13F-HR 0001104659-26-010757 filed by Left Brain Wealth Management, 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 21,495 shares
    Change vs previous 13F +164 shares

    1.9% of the 13F portfolio, value $6,066,964.

    13F-HR 0001104659-25-110452 filed by Left Brain Wealth Management, 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 21,331 shares
    Change vs previous 13F +15,120 shares

    2.18% of the 13F portfolio, value $6,180,017.

    13F-HR 0001104659-25-076758 filed by Left Brain Wealth Management, 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 6,211 shares
    Change vs previous 13F -187 shares

    0.82% of the 13F portfolio, value $1,875,660.

    13F-HR 0001104659-25-043527 filed by Left Brain Wealth Management, 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 6,398 shares
    Change vs previous 13F +139 shares

    0.67% of the 13F portfolio, value $1,767,767.

    13F-HR 0001104659-25-010805 filed by Left Brain Wealth Management, 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 6,259 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,805,033.

    13F-HR 0001104659-24-116569 filed by Left Brain Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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