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ARISTOTLE INVESTMENT SERVICES, LLC: CUBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ARISTOTLE INVESTMENT SERVICES, LLC on CUBI, newest first. How the timeline and the estimate are built.

ARISTOTLE INVESTMENT SERVICES, LLC held 242,607 CUBI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 242,607 shares
    Change vs previous 13F -41,800 shares

    1.29% of the 13F portfolio, value $19,190,214.

    13F-HR 0001398344-26-014480 filed by Aristotle Capital Boston, 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 284,407 shares
    Change vs previous 13F +14,193 shares

    1.23% of the 13F portfolio, value $19,740,690.

    13F-HR 0001398344-26-009206 filed by Aristotle Capital Boston, 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 270,214 shares
    Change vs previous 13F -29,460 shares

    1.08% of the 13F portfolio, value $19,758,048.

    13F-HR 0001398344-26-003238 filed by Aristotle Capital Boston, 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 299,674 shares
    Change vs previous 13F -1,850 shares

    1.01% of the 13F portfolio, value $19,589,689.

    13F-HR 0001398344-25-020922 filed by Aristotle Capital Boston, 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 301,524 shares
    Change vs previous 13F -16,821 shares

    0.9% of the 13F portfolio, value $17,711,520.

    13F-HR 0001398344-25-015416 filed by Aristotle Capital Boston, 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 318,345 shares
    Change vs previous 13F -54,501 shares

    0.8% of the 13F portfolio, value $15,980,919.

    13F-HR 0001398344-25-009467 filed by Aristotle Capital Boston, 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 372,846 shares
    Change vs previous 13F -42,657 shares

    0.67% of the 13F portfolio, value $18,150,143.

    13F-HR 0001398344-25-002761 filed by Aristotle Capital Boston, LLC
    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 415,503 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $19,300,114.

    13F-HR 0001398344-24-020713 filed by Aristotle Capital Boston, LLC
    Filed (acceptance time not in the bulk data set), ingested

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