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AA Financial Advisors, LLC: CGMU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AA Financial Advisors, LLC on CGMU, newest first. How the timeline and the estimate are built.

AA Financial Advisors, LLC held 67,338 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,338 shares
    Change vs previous 13F +938 shares

    0.22% of the 13F portfolio, value $1,849,775.

    13F-HR 0002085853-26-000768 filed by AA Financial Advisors, 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 66,400 shares
    Change vs previous 13F +1,482 shares

    0.25% of the 13F portfolio, value $1,802,760.

    13F-HR 0002085853-26-000433 filed by AA Financial Advisors, 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 64,918 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,777,455.

    13F-HR 0002085853-26-000032 filed by AA Financial Advisors, 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 64,918 shares
    Change vs previous 13F +3,743 shares

    0.35% of the 13F portfolio, value $1,771,612.

    13F-HR 0002085853-25-000076 filed by AA Financial Advisors, 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 61,175 shares
    Change vs previous 13F +1,505 shares

    0.35% of the 13F portfolio, value $1,632,761.

    13F-HR 0001667731-25-000783 filed by AA Financial Advisors, 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 59,670 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,600,349.

    13F-HR 0001667731-25-000448 filed by AA Financial Advisors, 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 59,670 shares
    Change vs previous 13F +3,509 shares

    0.43% of the 13F portfolio, value $1,606,316.

    13F-HR 0001667731-25-000094 filed by AA Financial Advisors, LLC
    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 56,161 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,542,181.

    13F-HR 0002016899-24-000004 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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