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Sovran Advisors, LLC: CGMU position timeline

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

Sovran Advisors, LLC held 97,977 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,977 shares
    Change vs previous 13F +12,231 shares

    0.2% of the 13F portfolio, value $2,659,088.

    13F-HR 0002051471-26-000004 filed by Sovran 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 85,746 shares
    Change vs previous 13F +15,893 shares

    0.18% of the 13F portfolio, value $2,343,446.

    13F-HR 0002051471-26-000003 filed by Sovran 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 69,853 shares
    Change vs previous 13F +10,639 shares

    0.16% of the 13F portfolio, value $1,927,938.

    13F-HR 0002051471-26-000001 filed by Sovran 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 59,214 shares
    Change vs previous 13F +14,224 shares

    0.14% of the 13F portfolio, value $1,625,436.

    13F-HR 0002051471-25-000007 filed by Sovran 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 44,990 shares
    Change vs previous 13F +10,663 shares

    0.13% of the 13F portfolio, value $1,202,594.

    13F-HR 0002051471-25-000004 filed by Sovran 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 34,327 shares
    Change vs previous 13F +6,274 shares

    0.12% of the 13F portfolio, value $906,233.

    13F-HR 0002051471-25-000003 filed by Sovran 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 28,053 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $751,259.

    13F-HR 0002051471-25-000001 filed by Sovran Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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