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Disclosery

HARMONY ASSET MANAGEMENT LLC: CGUS position timeline

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

HARMONY ASSET MANAGEMENT LLC held 12,181 CGUS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,181 shares
    Change vs previous 13F -656 shares

    0.15% of the 13F portfolio, value $541,811.

    13F-HR 0001104659-26-084977 filed by HARMONY 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 ended2026-03-31
    13F 12,837 shares
    Change vs previous 13F +196 shares

    0.15% of the 13F portfolio, value $493,198.

    13F-HR 0001104659-26-055537 filed by HARMONY ASSET MANAGEMENT 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 12,641 shares
    Change vs previous 13F -127 shares

    0.17% of the 13F portfolio, value $508,547.

    13F-HR 0001104659-26-011362 filed by HARMONY ASSET MANAGEMENT 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 12,768 shares
    Change vs previous 13F -1,231 shares

    0.17% of the 13F portfolio, value $504,847.

    13F-HR 0001104659-25-106777 filed by HARMONY ASSET MANAGEMENT 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 13,999 shares
    Change vs previous 13F +901 shares

    0.19% of the 13F portfolio, value $516,983.

    13F-HR 0001104659-25-078435 filed by HARMONY ASSET MANAGEMENT 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 13,098 shares
    Change vs previous 13F -379 shares

    0.18% of the 13F portfolio, value $437,473.

    13F-HR 0001104659-25-043141 filed by HARMONY ASSET MANAGEMENT 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 13,477 shares
    Change vs previous 13F -550 shares

    0.19% of the 13F portfolio, value $471,291.

    13F-HR 0001104659-25-014410 filed by HARMONY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 14,027 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $480,846.

    13F-HR 0001104659-24-117939 filed by HARMONY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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