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Disclosery

&PARTNERS: CGUS position timeline

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

&PARTNERS held 1,217,530 CGUS 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 1,217,530 shares
    Change vs previous 13F -62,040 shares

    0.22% of the 13F portfolio, value $54,229,377.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 1,279,570 shares
    Change vs previous 13F +101,003 shares

    0.24% of the 13F portfolio, value $49,228,437.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 1,178,567 shares
    Change vs previous 13F +634,225 shares

    0.25% of the 13F portfolio, value $47,403,009.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 544,342 shares
    Change vs previous 13F +87,747 shares

    0.14% of the 13F portfolio, value $21,547,111.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 456,595 shares
    Change vs previous 13F +80,438 shares

    0.13% of the 13F portfolio, value $16,887,657.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 376,157 shares
    Change vs previous 13F +93,947 shares

    0.13% of the 13F portfolio, value $12,540,814.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 282,210 shares
    Change vs previous 13F +35,629 shares

    0.12% of the 13F portfolio, value $9,891,033.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 246,581 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $8,461,352.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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