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EMERALD ADVISERS, LLC: CUBI position timeline

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

EMERALD ADVISERS, LLC held 575,171 CUBI 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 575,171 shares
    Change vs previous 13F -10,351 shares

    0.64% of the 13F portfolio, value $45,496,026.

    13F-HR 0001104659-26-090959 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 334,660 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 240,511 shares

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

  2. period ended2026-03-31
    13F 585,522 shares
    Change vs previous 13F +42,855 shares

    0.78% of the 13F portfolio, value $40,641,082.

    13F-HR 0001104659-26-054901 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 343,209 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 242,313 shares

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

  3. period ended2025-12-31
    13F 542,667 shares
    Change vs previous 13F +165,882 shares

    0.75% of the 13F portfolio, value $39,679,811.

    13F-HR 0001104659-26-011928 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 330,310 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 212,357 shares

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

  4. period ended2025-09-30
    13F 376,785 shares
    Change vs previous 13F +376,785 shares

    0.49% of the 13F portfolio, value $24,630,436.

    13F-HR 0001104659-25-104111 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 231,753 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 145,032 shares

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

  5. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001104659-24-112229 filed by EMERALD MUTUAL FUND ADVISERS TRUST
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.