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Sovran Advisors, LLC: CGSD position timeline

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

Sovran Advisors, LLC held 147,186 CGSD 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 147,186 shares
    Change vs previous 13F +14,317 shares

    0.28% of the 13F portfolio, value $3,787,096.

    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 132,869 shares
    Change vs previous 13F -1,240 shares

    0.27% of the 13F portfolio, value $3,428,020.

    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 134,109 shares
    Change vs previous 13F -6,499 shares

    0.3% of the 13F portfolio, value $3,490,857.

    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 140,608 shares
    Change vs previous 13F +23,369 shares

    0.32% of the 13F portfolio, value $3,664,244.

    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 117,239 shares
    Change vs previous 13F +64,635 shares

    0.32% of the 13F portfolio, value $3,034,145.

    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 52,604 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,358,235.

    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).