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Rafferty Asset Management, LLC: CBSH position timeline

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

Rafferty Asset Management, LLC held 64,428 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 64,428 shares
    Change vs previous 13F -32,158 shares

    0.01% of the 13F portfolio, value $3,720,717.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset 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 96,586 shares
    Change vs previous 13F -60,934 shares

    0.02% of the 13F portfolio, value $4,752,031.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset 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 157,520 shares
    Change vs previous 13F +15,375 shares

    0.03% of the 13F portfolio, value $8,244,597.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset 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 142,145 shares
    Change vs previous 13F +45,267 shares

    0.03% of the 13F portfolio, value $8,494,585.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset 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 96,878 shares
    Change vs previous 13F +12,484 shares

    0.02% of the 13F portfolio, value $6,022,905.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset 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 84,394 shares
    Change vs previous 13F -45,169 shares

    0.02% of the 13F portfolio, value $5,251,839.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset 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 129,563 shares
    Change vs previous 13F +11,038 shares

    0.03% of the 13F portfolio, value $8,073,071.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset 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 118,525 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,040,385.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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