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Smith Thornton Advisors LLC: CGSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smith Thornton Advisors LLC on CGSM, newest first. How the timeline and the estimate are built.

Smith Thornton Advisors LLC held 59,890 CGSM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,890 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $1,578,700.

    13F-HR 0002032436-26-000006 filed by Smith Thornton Advisors 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 59,890 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $1,573,909.

    13F-HR 0002032436-26-000004 filed by Smith Thornton Advisors 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 59,890 shares
    Change vs previous 13F +1,000 shares

    0.8% of the 13F portfolio, value $1,577,503.

    13F-HR 0002032436-26-000002 filed by Smith Thornton Advisors 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 58,890 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $1,552,340.

    13F-HR 0002032436-25-000010 filed by Smith Thornton Advisors 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 58,890 shares
    Change vs previous 13F +4,400 shares

    0.88% of the 13F portfolio, value $1,535,851.

    13F-HR 0002032436-25-000005 filed by Smith Thornton Advisors 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 54,490 shares
    Change vs previous 13F +5,480 shares

    0.88% of the 13F portfolio, value $1,417,285.

    13F-HR 0002032436-25-000003 filed by Smith Thornton Advisors 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 49,010 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $1,272,790.

    13F-HR 0002032436-25-000002 filed by Smith Thornton Advisors 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 49,010 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,287,003.

    13F-HR 0002032436-24-000006 filed by Smith Thornton Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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