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Ellsworth Advisors, LLC: CUSD position timeline

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

Ellsworth Advisors, LLC held 0 CUSD shares at 2025-12-31 per its 13F-HR filed 2026-01-16.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -10,239 shares

    13F-HR 0001843553-26-000001 filed by Ellsworth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 10,239 shares
    Change vs previous 13F -3,325 shares

    0.05% of the 13F portfolio, value $223,003.

    13F-HR 0001843553-25-000008 filed by Ellsworth 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 ended2025-06-30
    13F 13,564 shares
    Change vs previous 13F -1,974 shares

    0.07% of the 13F portfolio, value $290,684.

    13F-HR 0001843553-25-000007 filed by Ellsworth 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 ended2025-03-31
    13F 15,538 shares
    Change vs previous 13F -3,053 shares

    0.09% of the 13F portfolio, value $325,683.

    13F-HR 0001843553-25-000004 filed by Ellsworth 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 ended2024-12-31
    13F 18,591 shares
    Change vs previous 13F -4,813 shares

    0.1% of the 13F portfolio, value $384,097.

    13F-HR 0001843553-25-000001 filed by Ellsworth 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 ended2024-09-30
    13F 23,404 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $504,103.

    13F-HR 0001843553-24-000004 filed by Ellsworth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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