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Disclosery

Capital Analysts, LLC: CGMU position timeline

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

Capital Analysts, LLC held 1,078,448 CGMU 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 1,078,448 shares
    Change vs previous 13F +119,984 shares

    0.68% of the 13F portfolio, value $29,624,000.

    13F-HR 0001624758-26-000011 filed by Capital Analysts, 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 958,464 shares
    Change vs previous 13F +525,665 shares

    0.68% of the 13F portfolio, value $26,022,000.

    13F-HR 0001624758-26-000005 filed by Capital Analysts, 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/A 432,799 shares
    Change vs previous 13F +70,603 shares

    0.33% of the 13F portfolio, value $11,850,000.

    13F-HR/A 0001624758-26-000008 filed by Capital Analysts, 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 362,196 shares
    Change vs previous 13F +45,368 shares

    0.29% of the 13F portfolio, value $9,884,000.

    13F-HR 0001624758-25-000011 filed by Capital Analysts, 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 316,828 shares
    Change vs previous 13F +199,930 shares

    0.28% of the 13F portfolio, value $8,456,000.

    13F-HR 0001624758-25-000006 filed by Capital Analysts, 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 116,898 shares
    Change vs previous 13F +67,565 shares

    0.12% of the 13F portfolio, value $3,135,000.

    13F-HR 0001624758-25-000004 filed by Capital Analysts, 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 49,333 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,328,000.

    13F-HR 0001624758-25-000002 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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