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Smartleaf Asset Management LLC: CGUS position timeline

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

Smartleaf Asset Management LLC held 230,295 CGUS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 230,295 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $10,204,382.

    13F-HR 0002010393-26-000004 filed by Smartleaf 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 230,295 shares
    Change vs previous 13F +19,667 shares

    0.31% of the 13F portfolio, value $8,596,921.

    13F-HR 0002010393-26-000003 filed by Smartleaf 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 210,628 shares
    Change vs previous 13F +15,513 shares

    0.32% of the 13F portfolio, value $8,532,551.

    13F-HR 0002010393-26-000001 filed by Smartleaf 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 195,115 shares
    Change vs previous 13F +25,550 shares

    0.48% of the 13F portfolio, value $7,697,296.

    13F-HR 0002010393-25-000007 filed by Smartleaf 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 169,565 shares
    Change vs previous 13F +24,177 shares

    0.55% of the 13F portfolio, value $6,246,807.

    13F-HR 0002010393-25-000005 filed by Smartleaf 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 145,388 shares
    Change vs previous 13F +15,800 shares

    0.47% of the 13F portfolio, value $4,841,442.

    13F-HR 0002010393-25-000004 filed by Smartleaf 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 129,588 shares
    Change vs previous 13F +14,367 shares

    0.46% of the 13F portfolio, value $4,545,947.

    13F-HR 0002010393-25-000001 filed by Smartleaf 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 115,221 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,948,623.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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