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Per Stirling Capital Management, LLC.: CGMU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Per Stirling Capital Management, LLC. on CGMU, newest first. How the timeline and the estimate are built.

Per Stirling Capital Management, LLC. held 345,566 CGMU 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 345,566 shares
    Change vs previous 13F +208,764 shares

    0.9% of the 13F portfolio, value $9,492,689.

    13F-HR 0001689933-26-000005 filed by Per Stirling Capital Management, 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 136,802 shares
    Change vs previous 13F +86,612 shares

    0.41% of the 13F portfolio, value $3,714,163.

    13F-HR 0001689933-26-000003 filed by Per Stirling Capital Management, 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 50,190 shares
    Change vs previous 13F +10,116 shares

    0.15% of the 13F portfolio, value $1,374,215.

    13F-HR 0001689933-26-000001 filed by Per Stirling Capital Management, 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 40,074 shares
    Change vs previous 13F +3,718 shares

    0.13% of the 13F portfolio, value $1,093,609.

    13F-HR 0001689933-25-000006 filed by Per Stirling Capital Management, 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 36,356 shares
    Change vs previous 13F -282,680 shares

    0.13% of the 13F portfolio, value $970,343.

    13F-HR 0001689933-25-000004 filed by Per Stirling Capital Management, 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 319,036 shares
    Change vs previous 13F +41,786 shares

    1.23% of the 13F portfolio, value $8,556,539.

    13F-HR 0001689933-25-000003 filed by Per Stirling Capital Management, 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 277,250 shares
    Change vs previous 13F +8,216 shares

    1.06% of the 13F portfolio, value $7,463,565.

    13F-HR 0001689933-25-000002 filed by Per Stirling Capital Management, 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 269,034 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $7,387,674.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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