Superior Planning, LLC’s Costamare Bulkers Holdings CMDB Stock Holding History

Superior Planning, LLC’s Portfolio CMDB Stock Details CMDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$109	Buy	+5	New	+$102	﹤0.01%	2079

Other funds holding CMDB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Oceanic Investment Management Douglas, Isle Of Man $157M AUM 52.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's CMDB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Costamare Bulkers Holdings (CMDB) in Q3 2026: 5 shares worth $109. The stake represents ﹤0.01% of the portfolio and ranks #2079 among its holdings.

60 funds tracked by Wall St. Rank hold CMDB as of Q3 2026.

Superior Planning, LLC held 5 shares of Costamare Bulkers Holdings worth $109 as of Q3 2026.
Costamare Bulkers Holdings was a new Superior Planning, LLC position in Q3 2026.
Costamare Bulkers Holdings made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2079 holding.
60 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.