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Disclosery

AA Financial Advisors, LLC: CGUS position timeline

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

AA Financial Advisors, LLC held 597,760 CGUS 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 597,760 shares
    Change vs previous 13F +61,529 shares

    3.2% of the 13F portfolio, value $26,588,350.

    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 536,231 shares
    Change vs previous 13F +111,851 shares

    2.9% of the 13F portfolio, value $20,601,977.

    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 424,380 shares
    Change vs previous 13F +23,038 shares

    3.16% of the 13F portfolio, value $17,072,807.

    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 401,342 shares
    Change vs previous 13F +19,962 shares

    3.12% of the 13F portfolio, value $15,869,056.

    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 381,380 shares
    Change vs previous 13F -1,885 shares

    3.03% of the 13F portfolio, value $14,084,376.

    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 383,265 shares
    Change vs previous 13F +66,733 shares

    3.12% of the 13F portfolio, value $12,801,065.

    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 316,532 shares
    Change vs previous 13F +48,951 shares

    2.95% of the 13F portfolio, value $11,069,123.

    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 267,581 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $9,172,660.

    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).