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MONETA GROUP INVESTMENT ADVISORS LLC: CBSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONETA GROUP INVESTMENT ADVISORS LLC on CBSH, newest first. How the timeline and the estimate are built.

MONETA GROUP INVESTMENT ADVISORS LLC held 219,551 CBSH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 219,551 shares
    Change vs previous 13F -29,673 shares

    0.09% of the 13F portfolio, value $12,679,058.

    13F-HR 0001120927-26-000008 filed by MONETA GROUP INVESTMENT ADVISORS 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 249,224 shares
    Change vs previous 13F +112,422 shares

    0.09% of the 13F portfolio, value $12,261,821.

    13F-HR 0001120927-26-000006 filed by MONETA GROUP INVESTMENT ADVISORS 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 136,802 shares
    Change vs previous 13F +5,341 shares

    0.05% of the 13F portfolio, value $7,160,234.

    13F-HR 0001120927-26-000001 filed by MONETA GROUP INVESTMENT ADVISORS 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 131,461 shares
    Change vs previous 13F +221 shares

    0.06% of the 13F portfolio, value $7,856,111.

    13F-HR 0001120927-25-000008 filed by MONETA GROUP INVESTMENT ADVISORS 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 131,240 shares
    Change vs previous 13F +22 shares

    0.1% of the 13F portfolio, value $8,159,182.

    13F-HR 0001120927-25-000004 filed by MONETA GROUP INVESTMENT ADVISORS 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 131,218 shares
    Change vs previous 13F -8,870 shares

    0.11% of the 13F portfolio, value $8,165,697.

    13F-HR 0001120927-25-000003 filed by MONETA GROUP INVESTMENT ADVISORS 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 140,088 shares
    Change vs previous 13F +5,042 shares

    0.12% of the 13F portfolio, value $8,728,882.

    13F-HR 0001120927-25-000002 filed by MONETA GROUP INVESTMENT ADVISORS 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 135,046 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $8,021,739.

    13F-HR 0001120927-24-000005 filed by MONETA GROUP INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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