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TCV Trust & Wealth Management, Inc.: CPB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TCV Trust & Wealth Management, Inc. on CPB, newest first. How the timeline and the estimate are built.

TCV Trust & Wealth Management, Inc. held 13,300 CPB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,300 shares
    Change vs previous 13F -945 shares

    0.02% of the 13F portfolio, value $296,191.

    13F-HR 0001140361-26-029583 filed by TCV Trust & Wealth Management, 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 14,245 shares
    Change vs previous 13F -995 shares

    0.03% of the 13F portfolio, value $317,236.

    13F-HR 0001140361-26-015860 filed by TCV Trust & Wealth Management, 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 15,240 shares
    Change vs previous 13F -193 shares

    0.03% of the 13F portfolio, value $424,737.

    13F-HR 0001140361-26-002130 filed by TCV Trust & Wealth Management, 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 15,433 shares
    Change vs previous 13F -3,086 shares

    0.04% of the 13F portfolio, value $487,374.

    13F-HR 0001140361-25-039035 filed by TCV Trust & Wealth Management, 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 18,519 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $567,607.

    13F-HR 0001140361-25-025564 filed by TCV Trust & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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