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Sovran Advisors, LLC: CGUS position timeline

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

Sovran Advisors, LLC held 169,831 CGUS 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 169,831 shares
    Change vs previous 13F +1,022 shares

    0.56% of the 13F portfolio, value $7,452,154.

    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 168,809 shares
    Change vs previous 13F +18,288 shares

    0.56% of the 13F portfolio, value $7,184,516.

    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 150,521 shares
    Change vs previous 13F -11,352 shares

    0.52% of the 13F portfolio, value $6,169,851.

    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 161,873 shares
    Change vs previous 13F +36,941 shares

    0.57% of the 13F portfolio, value $6,504,071.

    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 124,932 shares
    Change vs previous 13F +26,534 shares

    0.49% of the 13F portfolio, value $4,647,468.

    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 98,398 shares
    Change vs previous 13F +16,652 shares

    0.4% of the 13F portfolio, value $3,085,761.

    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 81,746 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,844,761.

    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).