Householder Group Estate & Retirement Specialist, LLC: CGUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Householder Group Estate & Retirement Specialist, LLC on CGUS, newest first. How the timeline and the estimate are built.

Householder Group Estate & Retirement Specialist, LLC held 0 CGUS shares at 2024-12-31 per its 13F-HR filed 2025-01-15.

the latest 13F is the newest step

period ended2024-12-31
13F 0 shares
Change vs previous 13F -20,428 shares
13F-HR 0001881590-25-000001 filed by Householder Group Estate & Retirement Specialist, LLC
Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 20,428 shares
Change vs previous 13F +8,999 shares
0.2% of the 13F portfolio, value $700,000.
13F-HR 0001881590-24-000005 filed by Householder Group Estate & Retirement Specialist, LLC
Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 11,429 shares
Change vs previous 13F +2,960 shares
0.1% of the 13F portfolio, value $368,000.
13F-HR 0001881590-24-000003 filed by Householder Group Estate & Retirement Specialist, LLC
Filed 2024-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 8,469 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $263,893.
13F-HR 0001881590-24-000002 filed by Householder Group Estate & Retirement Specialist, LLC
Filed 2024-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 8,469 shares
Change vs previous 13F +300 shares
0.08% of the 13F portfolio, value $239,000.
13F-HR 0001881590-24-000001 filed by Householder Group Estate & Retirement Specialist, LLC
Filed 2024-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 8,169 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $205,123.
13F-HR 0001881590-23-000005 filed by Householder Group Estate & Retirement Specialist, LLC
Filed 2023-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 8,169 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $194,000.
13F-HR 0001881590-23-000002 filed by Householder Group Estate & Retirement Specialist, LLC
Filed 2023-04-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).