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SMITH CHAS P & ASSOCIATES PA CPAS: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMITH CHAS P & ASSOCIATES PA CPAS on CB, newest first. How the timeline and the estimate are built.

SMITH CHAS P & ASSOCIATES PA CPAS held 151,975 CB shares at 2026-06-30 per its 13F-HR filed 2026-09-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,975 shares
    Change vs previous 13F -3,590 shares

    2.62% of the 13F portfolio, value $51,783,818.

    13F-HR 0001082509-26-000004 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    Accepted , ingested

  2. period ended2026-03-31
    13F 155,565 shares
    Change vs previous 13F -2,042 shares

    2.75% of the 13F portfolio, value $50,703,254.

    13F-HR 0001082509-26-000003 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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 157,607 shares
    Change vs previous 13F +62,321 shares

    2.59% of the 13F portfolio, value $49,192,430.

    13F-HR 0001082509-26-000001 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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 95,286 shares
    Change vs previous 13F -65,570 shares

    2.33% of the 13F portfolio, value $26,894,560.

    13F-HR 0001082509-25-000007 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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 160,856 shares
    Change vs previous 13F +2,151 shares

    2.62% of the 13F portfolio, value $46,603,156.

    13F-HR 0001082509-25-000004 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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 158,705 shares
    Change vs previous 13F +1,500 shares

    2.79% of the 13F portfolio, value $47,927,404.

    13F-HR 0001082509-25-000003 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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 157,205 shares
    Change vs previous 13F +1,471 shares

    2.5% of the 13F portfolio, value $43,435,670.

    13F-HR 0001082509-25-000001 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    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 155,734 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $44,912,091.

    13F-HR 0001082509-24-000004 filed by SMITH CHAS P & ASSOCIATES PA CPAS
    Filed (acceptance time not in the bulk data set), ingested

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