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Disclosery

LYNCH & ASSOCIATES/IN: CGUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYNCH & ASSOCIATES/IN on CGUS, newest first. How the timeline and the estimate are built.

LYNCH & ASSOCIATES/IN held 64,245 CGUS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,245 shares
    Change vs previous 13F +11,407 shares

    0.5% of the 13F portfolio, value $2,857,619.

    13F-HR 0001108965-26-000003 filed by LYNCH & ASSOCIATES/IN
    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 52,838 shares
    Change vs previous 13F +16,763 shares

    0.38% of the 13F portfolio, value $2,030,037.

    13F-HR 0001108965-26-000002 filed by LYNCH & ASSOCIATES/IN
    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 36,075 shares
    Change vs previous 13F +1,797 shares

    0.27% of the 13F portfolio, value $1,451,298.

    13F-HR 0001108965-26-000001 filed by LYNCH & ASSOCIATES/IN
    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 34,278 shares
    Change vs previous 13F +1,918 shares

    0.26% of the 13F portfolio, value $1,355,352.

    13F-HR 0001108965-25-000006 filed by LYNCH & ASSOCIATES/IN
    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 32,360 shares
    Change vs previous 13F +2,913 shares

    0.24% of the 13F portfolio, value $1,195,055.

    13F-HR 0001108965-25-000005 filed by LYNCH & ASSOCIATES/IN
    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 29,447 shares
    Change vs previous 13F +9,286 shares

    0.21% of the 13F portfolio, value $983,530.

    13F-HR 0001108965-25-000004 filed by LYNCH & ASSOCIATES/IN
    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 20,161 shares
    Change vs previous 13F +2,836 shares

    0.15% of the 13F portfolio, value $705,030.

    13F-HR 0001108965-25-000001 filed by LYNCH & ASSOCIATES/IN
    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 17,325 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $593,901.

    13F-HR 0001108965-24-000004 filed by LYNCH & ASSOCIATES/IN
    Filed (acceptance time not in the bulk data set), ingested

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