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Wealthspire Advisors, LLC: CBNK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthspire Advisors, LLC on CBNK, newest first. How the timeline and the estimate are built.

Wealthspire Advisors, LLC held 291,615 CBNK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 291,615 shares
    Change vs previous 13F -3,802 shares

    0.06% of the 13F portfolio, value $10,241,521.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 295,417 shares
    Change vs previous 13F +216,576 shares

    0.07% of the 13F portfolio, value $8,785,709.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, LLC
    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 78,841 shares
    Change vs previous 13F -862 shares

    0.02% of the 13F portfolio, value $2,220,964.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, LLC
    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 79,703 shares
    Change vs previous 13F +118 shares

    0.01% of the 13F portfolio, value $2,542,538.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, LLC
    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 79,585 shares
    Change vs previous 13F +1,304 shares

    0.02% of the 13F portfolio, value $2,672,463.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, LLC
    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 78,281 shares
    Change vs previous 13F +109 shares

    0.01% of the 13F portfolio, value $2,217,709.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, LLC
    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 78,172 shares
    Change vs previous 13F +1,130 shares

    0.02% of the 13F portfolio, value $2,227,894.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
    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 77,042 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,980,752.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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