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Mutual Advisors, LLC: CBSH position timeline

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

Mutual Advisors, LLC held 492,733 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 492,733 shares
    Change vs previous 13F +31 shares

    0.54% of the 13F portfolio, value $28,455,344.

    13F-HR 0001986152-26-000154 filed by Mutual 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 492,702 shares
    Change vs previous 13F +39 shares

    0.52% of the 13F portfolio, value $24,240,950.

    13F-HR 0001986152-26-000054 filed by Mutual 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 492,663 shares
    Change vs previous 13F +23,874 shares

    0.55% of the 13F portfolio, value $25,785,993.

    13F-HR 0001986152-26-000005 filed by Mutual 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 468,789 shares
    Change vs previous 13F +318 shares

    0.55% of the 13F portfolio, value $24,920,837.

    13F-HR 0001986152-25-000100 filed by Mutual 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 468,471 shares
    Change vs previous 13F -2,879 shares

    0.73% of the 13F portfolio, value $29,059,273.

    13F-HR 0001986152-25-000050 filed by Mutual 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 471,350 shares
    Change vs previous 13F -2,839 shares

    0.82% of the 13F portfolio, value $28,544,972.

    13F-HR 0001986152-25-000037 filed by Mutual 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 474,189 shares
    Change vs previous 13F +21,922 shares

    0.88% of the 13F portfolio, value $30,243,791.

    13F-HR 0001986152-25-000002 filed by Mutual 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 452,267 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $27,827,986.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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