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Disclosery

BNB Wealth Management, LLC: CGUS position timeline

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

BNB Wealth Management, LLC held 131,984 CGUS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,984 shares
    Change vs previous 13F -4,093 shares

    3.21% of the 13F portfolio, value $5,870,663.

    13F-HR 0002111175-26-000003 filed by BNB Wealth Management, 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 136,077 shares
    Change vs previous 13F -5,490 shares

    3.36% of the 13F portfolio, value $5,228,085.

    13F-HR 0002111175-26-000002 filed by BNB Wealth Management, 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 141,567 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $5,695,229.

    13F-HR 0002111175-26-000001 filed by BNB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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