CMDB β€” COSTAMARE BULKERS HLDGS LTD

Ownership history in Arax Advisory Partners  Β·  2 quarters on record

AI Ownership Summary

Arax Advisory Partners reported COSTAMARE BULKERS HLDGS LTD (CMDB) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows CMDB at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CMDB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arax Advisory Partners's position in COSTAMARE BULKERS HLDGS LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CMDB was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Arax Advisory Partners held CMDB β€” position size vs. price
% of Fund (quarterly)    CMDB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 22,771 -1,534 -6.3% 0.01% $351K 2026-02-14 (Est.) $19.31
2025 Q3 INITIATED 24,305 β€” β€” 0.01% $349K 2025-11-14 $13.81

FAQ About Arax Advisory Partners and CMDB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arax Advisory Partners reported owning CMDB?

Arax Advisory Partners reported CMDB across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported CMDB position in Arax Advisory Partners's portfolio?

The largest reported portfolio weight for CMDB was 0.01% in 2025 Q4.

What is the latest reported CMDB position on this page?

The most recent filing on this page is 2025 Q4, when Arax Advisory Partners reported 22,771 shares, equal to 0.01% of portfolio, with an estimated market value of $351K.

What does the chart on this CMDB ownership page compare?

The chart compares Arax Advisory Partners's quarterly CMDB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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