ParenteBeard Wealth Management, LLC: CUBI position timeline

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

ParenteBeard Wealth Management, LLC held 5,734 CUBI shares at 2014-12-31 per its 13F-HR filed 2015-01-28.

the latest 13F is the newest step

period ended2014-12-31
13F 5,734 shares
Change vs previous 13F -262,714 shares
13F-HR 0001515072-15-000001 filed by ParenteBeard Wealth Management, LLC
Filed 2015-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 19:17:13 UTC
Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).
Acceptance time not in the bulk data set (spec §4.2).
period ended2014-09-30
13F 268,448 shares
Change vs previous 13F not available
2.02% of the 13F portfolio, value $4,821,000.
13F-HR 0001515072-14-000004 filed by ParenteBeard Wealth Management, LLC
Filed 2014-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 19:26:03 UTC
Acceptance time not in the bulk data set (spec §4.2).