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MAINSTAY CAPITAL MANAGEMENT LLC /ADV: CB position timeline

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

MAINSTAY CAPITAL MANAGEMENT LLC /ADV held 0 CB shares at 2025-06-30 per its 13F-HR filed 2025-07-24.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -5,080 shares

    13F-HR 0001085146-25-004134 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 5,080 shares
    Change vs previous 13F -15 shares

    0.21% of the 13F portfolio, value $1,534,110.

    13F-HR 0001085146-25-002600 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 5,095 shares
    Change vs previous 13F +1,267 shares

    0.21% of the 13F portfolio, value $1,407,749.

    13F-HR 0001085146-25-000746 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 3,828 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,103,956.

    13F-HR 0001085146-24-005075 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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