CB Financial Services Inc

-

Stock Issuer and Owners

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
CB Financial Services Inc
TickerCBFV
CIK #0001605301
CUSIP12479G101
SectorFinance - State Commercial Banks
Address100 North Market Street, Carmichaels, PA 15320
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
CB Financial Services Inc 2021-12-21 15.0 M Exemption: 506(b) · Minimum: $100,000 · Duration: One year or less · Commission: $300,000 · Revenue: $25,000,001 - $100,000,000
CIK Filing 2011 - 2026
[0001605301] 10-K
[0001605301] 10-Q
[0001605301] 3
[0001605301] 4
[0001605301] 8-K
[0001605301] D
[0001605301] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
AllianceBernstein LP CB Financial Services Inc [2026-05-18] 0.0
BlackRock Inc CB Financial Services Inc [2026-01-21] 0.0
AllianceBernstein LP CB Financial Services Inc [2024-11-15] 0.0
Janney Montgomery Scott LLC CB Financial Services Inc [2024-01-04] 6.0
Form 3/4/5 Filer 2011 - 2026
Montgomery John Haines
CB Financial Services Inc
Cobain Stephen
Engles Amanda L
Sharp Bruce A
George Jennifer L
Pollock David F
Fox Mark E
Swiatek John
Bedway Jonathan
Guthrie Charles R
Burchianti Ralph
Olejasz Roberta Robinson
LaCarte John J
Prah Jamie L
Baily Karl G
Headlee Joseph N
Petroplus William G
Boyer Richard B
McCune Barron P Jr
Sommers Ralph J Jr
Groves William C
Obrien Patrick G
Lemley Kevin D
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Cobain Stephen
Common Stock
2026-03-05 Sell 26 $34.62 900
Cobain Stephen
Common Stock
2026-03-05 Sell 305 $34.76 10,602
Cobain Stephen
Common Stock
2026-03-05 Sell 23 $34.52 794
Cobain Stephen
Common Stock
2026-03-05 Sell 1 $35.08 35
Cobain Stephen
Common Stock
2026-03-05 Option exercise 1,792 $22.12 39,639
Cobain Stephen
Stock Options · derivative
2026-03-05 Option exercise $0.00
Cobain Stephen
Common Stock
2026-03-05 Sell 2 $34.64 69
Cobain Stephen
Common Stock
2026-03-05 Sell 50 $34.79 1,740
Cobain Stephen
Common Stock
2026-03-05 Sell 100 $34.78 3,478
Cobain Stephen
Common Stock
2026-03-05 Sell 1,285 $34.51 44,345
Cobain Stephen
Common Stock
2026-02-23 Sell 14 $33.92 475
Cobain Stephen
Common Stock
2026-02-23 Sell 111 $33.77 3,748
Engles Amanda L
Common Stock
2026-02-23 Sell 6 $33.92 204
Engles Amanda L
Common Stock
2026-02-23 Sell 5 $33.80 169
Engles Amanda L
Common Stock
2026-02-23 Sell 43 $33.77 1,452
Cobain Stephen
Common Stock
2026-02-23 Sell 15 $33.80 507
Sharp Bruce A
Stock Options · derivative
2026-02-20 Option exercise $0.00
Sharp Bruce A
Common Stock
2026-02-20 Option exercise 2,400 $25.56 61,344
Sharp Bruce A
Stock Options · derivative
2026-02-20 Option exercise $0.00
Sharp Bruce A
Stock Options · derivative
2026-02-20 Option exercise $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 78 1,921,769
2025-12-31 75 1,928,452
2025-09-30 71 1,952,295
2025-06-30 57 1,854,929
2025-03-31 49 1,713,053
2024-12-31 47 1,788,135
2024-09-30 41 1,600,481
2024-06-30 42 1,560,328
2024-03-31 40 1,505,080
2023-12-31 40 1,396,337
2023-09-30 40 1,188,103
2023-06-30 42 1,304,710
Form 13F Holdings
Firm Period DFND Voting Shares
Waldron Private Wealth LLC [2026-06-30] SOLE 0 60,306
Salzhauer Michael [2026-06-30] OTR 0 18,903
Curated Wealth Partners LLC [2026-06-30] OTR 0 1,547
Gamma Investing LLC [2026-06-30] DFND 115 115
Farther Finance Advisors LLC [2026-06-30] SOLE 0 75
IFP Advisors LLC [2026-06-30] SOLE 16 16
True Wealth Design LLC [2026-06-30] SOLE 0 1
Prev | Page 1 | Next
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com