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Disclosery

Souders Financial Advisors: CGUS position timeline

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

Souders Financial Advisors held 1,053,533 CGUS 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 1,053,533 shares
    Change vs previous 13F +57,476 shares

    4.71% of the 13F portfolio, value $46,861,160.

    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 996,057 shares
    Change vs previous 13F +29,518 shares

    4.37% of the 13F portfolio, value $38,268,526.

    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 966,539 shares
    Change vs previous 13F +38,084 shares

    4.45% of the 13F portfolio, value $38,883,881.

    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 928,455 shares
    Change vs previous 13F -4,327 shares

    4.37% of the 13F portfolio, value $36,711,119.

    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 932,782 shares
    Change vs previous 13F +51,514 shares

    4.38% of the 13F portfolio, value $34,447,639.

    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 881,268 shares
    Change vs previous 13F +66,793 shares

    4.11% of the 13F portfolio, value $29,434,366.

    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 814,475 shares
    Change vs previous 13F +67,433 shares

    3.98% of the 13F portfolio, value $28,482,207.

    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 747,042 shares
    Change vs previous 13F not available

    3.57% of the 13F portfolio, value $25,608,595.

    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).