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Disclosery

HENNESSY ADVISORS INC: CUBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HENNESSY ADVISORS INC on CUBI, newest first. How the timeline and the estimate are built.

HENNESSY ADVISORS INC held 35,000 CUBI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,000 shares
    Change vs previous 13F +2,000 shares

    0.09% of the 13F portfolio, value $2,768,500.

    13F-HR 0000897069-26-001507 filed by HENNESSY ADVISORS 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 33,000 shares
    Change vs previous 13F -1,000 shares

    0.08% of the 13F portfolio, value $2,290,530.

    13F-HR 0000897069-26-000920 filed by HENNESSY ADVISORS 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 34,000 shares
    Change vs previous 13F -6,000 shares

    0.09% of the 13F portfolio, value $2,486,080.

    13F-HR 0000897069-26-000187 filed by HENNESSY ADVISORS 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 40,000 shares
    Change vs previous 13F +3,000 shares

    0.09% of the 13F portfolio, value $2,614,800.

    13F-HR 0000897069-25-001587 filed by HENNESSY ADVISORS 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 37,000 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $2,173,380.

    13F-HR 0000897069-25-001186 filed by HENNESSY ADVISORS 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 37,000 shares
    Change vs previous 13F +10,000 shares

    0.06% of the 13F portfolio, value $1,857,400.

    13F-HR 0000897069-25-000822 filed by HENNESSY ADVISORS 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 27,000 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,314,360.

    13F-HR 0000897069-25-000103 filed by HENNESSY ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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