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Creekmur Asset Management LLC: CGUI position timeline

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

Creekmur Asset Management LLC held 809,658 CGUI shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 809,658 shares
    Change vs previous 13F +37,326 shares

    3.4% of the 13F portfolio, value $20,480,306.

    13F-HR 0002013091-25-000008 filed by Creekmur Asset 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 ended2025-06-30
    13F 772,332 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $19,485,939.

    13F-HR 0002013091-25-000004 filed by Creekmur Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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