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SITTNER & NELSON, LLC: CGUS position timeline

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

SITTNER & NELSON, LLC held 126,551 CGUS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,551 shares
    Change vs previous 13F +26,751 shares

    1.77% of the 13F portfolio, value $5,628,994.

    13F-HR 0001846138-26-000004 filed by SITTNER & NELSON, 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 99,800 shares
    Change vs previous 13F +4,230 shares

    1.4% of the 13F portfolio, value $3,834,310.

    13F-HR 0001846138-26-000002 filed by SITTNER & NELSON, 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 95,570 shares
    Change vs previous 13F +16,102 shares

    1.38% of the 13F portfolio, value $3,901,161.

    13F-HR 0001846138-26-000001 filed by SITTNER & NELSON, 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 79,468 shares
    Change vs previous 13F +1,312 shares

    1.14% of the 13F portfolio, value $3,142,181.

    13F-HR 0001846138-25-000006 filed by SITTNER & NELSON, 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 78,156 shares
    Change vs previous 13F +1,238 shares

    1.16% of the 13F portfolio, value $2,886,318.

    13F-HR 0001846138-25-000003 filed by SITTNER & NELSON, 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 76,918 shares
    Change vs previous 13F +10,661 shares

    1.1% of the 13F portfolio, value $2,569,066.

    13F-HR 0001846138-25-000002 filed by SITTNER & NELSON, 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 66,257 shares
    Change vs previous 13F +22,630 shares

    1% of the 13F portfolio, value $2,317,012.

    13F-HR 0001846138-25-000001 filed by SITTNER & NELSON, 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 43,627 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,495,534.

    13F-HR 0001846138-24-000005 filed by SITTNER & NELSON, LLC
    Filed (acceptance time not in the bulk data set), ingested

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