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Disclosery

CapWealth Advisors, LLC: CGUS position timeline

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

CapWealth Advisors, LLC held 5,674 CGUS shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,674 shares
    Change vs previous 13F -375 shares

    0.02% of the 13F portfolio, value $252,493.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,049 shares
    Change vs previous 13F -783 shares

    0.02% of the 13F portfolio, value $269,060.

    13F-HR 0001531809-26-000005 filed by CapWealth 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 ended2026-03-31
    13F 6,832 shares
    Change vs previous 13F -691 shares

    0.02% of the 13F portfolio, value $262,485.

    13F-HR 0001531809-26-000004 filed by CapWealth 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 ended2025-12-31
    13F/A 7,523 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $302,650.

    13F-HR/A 0001531809-26-000003 filed by CapWealth 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 ended2025-09-30
    13F/A 7,523 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $297,459.

    13F-HR/A 0001531809-26-000002 filed by CapWealth 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 ended2025-06-30
    13F 7,523 shares
    Change vs previous 13F -1,274 shares

    0.03% of the 13F portfolio, value $277,824.

    13F-HR 0001531809-25-000005 filed by CapWealth 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 ended2025-03-31
    13F 8,797 shares
    Change vs previous 13F -486 shares

    0.03% of the 13F portfolio, value $293,820.

    13F-HR 0001531809-25-000002 filed by CapWealth 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 ended2024-12-31
    13F 9,283 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $324,627.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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