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A&I FINANCIAL SERVICES, LLC: CGUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of A&I FINANCIAL SERVICES, LLC on CGUS, newest first. How the timeline and the estimate are built.

A&I FINANCIAL SERVICES, LLC held 146,508 CGUS shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,508 shares
    Change vs previous 13F +2,501 shares

    2.84% of the 13F portfolio, value $6,516,704.

    13F-HR 0001728031-26-000003 filed by A&I FINANCIAL SERVICES, 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 144,007 shares
    Change vs previous 13F +15,607 shares

    2.62% of the 13F portfolio, value $5,532,757.

    13F-HR 0001728031-26-000002 filed by A&I FINANCIAL SERVICES, 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 128,400 shares
    Change vs previous 13F +4,741 shares

    2.45% of the 13F portfolio, value $5,165,531.

    13F-HR 0001728031-26-000001 filed by A&I FINANCIAL SERVICES, 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 123,659 shares
    Change vs previous 13F +15,627 shares

    2.4% of the 13F portfolio, value $4,916,684.

    13F-HR 0001728031-25-000004 filed by A&I FINANCIAL SERVICES, 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 108,032 shares
    Change vs previous 13F +15,884 shares

    2.25% of the 13F portfolio, value $3,989,606.

    13F-HR 0001085146-25-003777 filed by A&I FINANCIAL SERVICES, 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 92,148 shares
    Change vs previous 13F +27,513 shares

    2.08% of the 13F portfolio, value $3,077,756.

    13F-HR 0001085146-25-002528 filed by A&I FINANCIAL SERVICES, 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 64,635 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $2,260,297.

    13F-HR 0001085146-25-000813 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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