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Disclosery

Affiance Financial, LLC: CGUS position timeline

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

Affiance Financial, LLC held 56,008 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 56,008 shares
    Change vs previous 13F -795 shares

    0.36% of the 13F portfolio, value $2,491,236.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, 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 56,803 shares
    Change vs previous 13F -32,765 shares

    0.35% of the 13F portfolio, value $2,182,371.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, 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 89,568 shares
    Change vs previous 13F -55,778 shares

    0.58% of the 13F portfolio, value $3,603,321.

    13F-HR 0001723681-26-000001 filed by Affiance Financial, 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 145,346 shares
    Change vs previous 13F -117,058 shares

    1.05% of the 13F portfolio, value $5,746,981.

    13F-HR 0001085146-25-005939 filed by Affiance Financial, 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 262,404 shares
    Change vs previous 13F -228,481 shares

    1.97% of the 13F portfolio, value $9,690,580.

    13F-HR 0001085146-25-003718 filed by Affiance Financial, 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 490,885 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $16,395,559.

    13F-HR 0001085146-25-001968 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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