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Disclosery

TRB Wealth Management, LLC: CB position timeline

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

TRB Wealth Management, LLC held 3,715 CB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,715 shares
    Change vs previous 13F +731 shares

    0.17% of the 13F portfolio, value $1,265,849.

    13F-HR 0001214659-26-009943 filed by TRB Wealth Management, LLC
    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 2,984 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $974,888.

    13F-HR 0001214659-26-006187 filed by TRB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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