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Disclosery

DAVENPORT & Co LLC: CMS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVENPORT & Co LLC on CMS, newest first. How the timeline and the estimate are built.

DAVENPORT & Co LLC held 5,659 CMS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,659 shares
    Change vs previous 13F +542 shares

    <0.01% of the 13F portfolio, value $432,926.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co 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 5,117 shares
    Change vs previous 13F +318 shares

    <0.01% of the 13F portfolio, value $396,995.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co 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 4,799 shares
    Change vs previous 13F +466 shares

    <0.01% of the 13F portfolio, value $335,618.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co 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 4,333 shares
    Change vs previous 13F +94 shares

    <0.01% of the 13F portfolio, value $317,471.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co 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 4,239 shares
    Change vs previous 13F -265 shares

    <0.01% of the 13F portfolio, value $293,649.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co 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 4,504 shares
    Change vs previous 13F +885 shares

    <0.01% of the 13F portfolio, value $338,270.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,619 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $241,192.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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