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Souders Financial Advisors: CGMU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Souders Financial Advisors on CGMU, newest first. How the timeline and the estimate are built.

Souders Financial Advisors held 58,578 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,578 shares
    Change vs previous 13F -980 shares

    0.16% of the 13F portfolio, value $1,609,146.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 59,558 shares
    Change vs previous 13F +5,166 shares

    0.18% of the 13F portfolio, value $1,617,010.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 54,392 shares
    Change vs previous 13F +5,110 shares

    0.17% of the 13F portfolio, value $1,489,257.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 49,282 shares
    Change vs previous 13F +6,342 shares

    0.16% of the 13F portfolio, value $1,344,904.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 42,940 shares
    Change vs previous 13F -940 shares

    0.15% of the 13F portfolio, value $1,146,069.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 43,880 shares
    Change vs previous 13F -1,981 shares

    0.16% of the 13F portfolio, value $1,176,862.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 45,861 shares
    Change vs previous 13F -1,819 shares

    0.17% of the 13F portfolio, value $1,234,578.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 47,680 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,309,293.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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