Skip to content

Elser Financial Planning, Inc: CBSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elser Financial Planning, Inc on CBSH, newest first. How the timeline and the estimate are built.

Elser Financial Planning, Inc held 4,532 CBSH shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,532 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $261,723.

    13F-HR 0002085853-26-000729 filed by Elser Financial Planning, Inc
    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 4,523 shares
    Change vs previous 13F -8 shares

    0.01% of the 13F portfolio, value $221,944.

    13F-HR 0002085853-26-000387 filed by Elser Financial Planning, Inc
    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 4,531 shares
    Change vs previous 13F +215 shares

    0.17% of the 13F portfolio, value $237,153.

    13F-HR 0001754960-26-000078 filed by Elser Financial Planning, Inc
    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 4,316 shares
    Change vs previous 13F +4 shares

    0.31% of the 13F portfolio, value $254,126.

    13F-HR 0001754960-25-000711 filed by Elser Financial Planning, Inc
    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/A 4,312 shares
    Change vs previous 13F -10 shares

    0.33% of the 13F portfolio, value $268,077.

    13F-HR/A 0001754960-25-000447 filed by Elser Financial Planning, Inc
    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 4,322 shares
    Change vs previous 13F +4 shares

    0.37% of the 13F portfolio, value $268,958.

    13F-HR 0001754960-25-000232 filed by Elser Financial Planning, Inc
    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 4,318 shares
    Change vs previous 13F +211 shares

    0.02% of the 13F portfolio, value $269,055.

    13F-HR 0001754960-25-000077 filed by Elser Financial Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,107 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $243,956.

    13F-HR 0001754960-24-000503 filed by Elser Financial Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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