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Rosenthal | Henry Capital Advisors, Inc.: CCB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rosenthal | Henry Capital Advisors, Inc. on CCB, newest first. How the timeline and the estimate are built.

Rosenthal | Henry Capital Advisors, Inc. held 29,013 CCB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,013 shares
    Change vs previous 13F 0 shares

    1.97% of the 13F portfolio, value $2,248,797.

    13F-HR 0001697539-26-000003 filed by Rosenthal | Henry Capital Advisors, 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 29,013 shares
    Change vs previous 13F 0 shares

    2.16% of the 13F portfolio, value $2,207,889.

    13F-HR 0001697539-26-000002 filed by Rosenthal | Henry Capital Advisors, 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 29,013 shares
    Change vs previous 13F 0 shares

    3.08% of the 13F portfolio, value $3,324,599.

    13F-HR 0001697539-26-000001 filed by Rosenthal | Henry Capital Advisors, 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 29,013 shares
    Change vs previous 13F -89 shares

    3.02% of the 13F portfolio, value $3,138,335.

    13F-HR 0001697539-25-000005 filed by Rosenthal | Henry Capital Advisors, 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 29,102 shares
    Change vs previous 13F -493 shares

    2.84% of the 13F portfolio, value $2,819,110.

    13F-HR 0001697539-25-000003 filed by Rosenthal | Henry Capital Advisors, 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 29,595 shares
    Change vs previous 13F -521 shares

    2.7% of the 13F portfolio, value $2,675,683.

    13F-HR 0001697539-25-000002 filed by Rosenthal | Henry Capital Advisors, 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 30,116 shares
    Change vs previous 13F 0 shares

    2.37% of the 13F portfolio, value $2,557,149.

    13F-HR 0001697539-25-000001 filed by Rosenthal | Henry Capital Advisors, 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 30,116 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $1,625,961.

    13F-HR 0001697539-24-000004 filed by Rosenthal | Henry Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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