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STEINBERGANNA WEALTH MANAGEMENT: CDLR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STEINBERGANNA WEALTH MANAGEMENT on CDLR, newest first. How the timeline and the estimate are built.

STEINBERGANNA WEALTH MANAGEMENT held 12,741 CDLR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,741 shares
    Change vs previous 13F +40 shares

    0.11% of the 13F portfolio, value $279,155.

    13F-HR 0002089528-26-000003 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 12,701 shares
    Change vs previous 13F +1,270 shares

    0.14% of the 13F portfolio, value $298,855.

    13F-HR 0002089528-26-000002 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 11,431 shares
    Change vs previous 13F +1,047 shares

    0.1% of the 13F portfolio, value $212,502.

    13F-HR 0002089528-26-000001 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 10,384 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $214,430.

    13F-HR 0002089528-25-000001 filed by STEINBERGANNA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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