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Disclosery

Aventail Capital Group, LP: CMS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aventail Capital Group, LP on CMS, newest first. How the timeline and the estimate are built.

Aventail Capital Group, LP held 66,779 CMS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,779 shares
    Change vs previous 13F -65,953 shares

    0.29% of the 13F portfolio, value $5,108,594.

    13F-HR 0001420506-26-001817 filed by Aventail Capital Group, LP
    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 132,732 shares
    Change vs previous 13F -96,103 shares

    0.5% of the 13F portfolio, value $10,297,349.

    13F-HR 0001420506-26-001162 filed by Aventail Capital Group, LP
    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 228,835 shares
    Change vs previous 13F +128,809 shares

    0.92% of the 13F portfolio, value $16,002,432.

    13F-HR 0001420506-26-000562 filed by Aventail Capital Group, LP
    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 100,026 shares
    Change vs previous 13F -101,631 shares

    0.35% of the 13F portfolio, value $7,327,905.

    13F-HR 0001420506-25-003409 filed by Aventail Capital Group, LP
    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 201,657 shares
    Change vs previous 13F -2,645 shares

    0.62% of the 13F portfolio, value $13,970,797.

    13F-HR 0001420506-25-002080 filed by Aventail Capital Group, LP
    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 204,302 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $15,345,123.

    13F-HR 0001420506-25-001237 filed by Aventail Capital Group, LP
    Filed (acceptance time not in the bulk data set), ingested

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