Skip to content
Disclosery

FIRST TRUST ADVISORS LP: CBU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on CBU, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 31,601 CBU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,601 shares
    Change vs previous 13F -29,992 shares

    <0.01% of the 13F portfolio, value $2,121,079.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 61,593 shares
    Change vs previous 13F +6,736 shares

    <0.01% of the 13F portfolio, value $3,612,447.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 54,857 shares
    Change vs previous 13F -7,669 shares

    <0.01% of the 13F portfolio, value $3,151,003.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 62,526 shares
    Change vs previous 13F -34,138 shares

    <0.01% of the 13F portfolio, value $3,666,542.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 96,664 shares
    Change vs previous 13F +60,756 shares

    <0.01% of the 13F portfolio, value $5,497,278.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 35,908 shares
    Change vs previous 13F +2,021 shares

    <0.01% of the 13F portfolio, value $2,041,728.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 33,887 shares
    Change vs previous 13F -12,612 shares

    <0.01% of the 13F portfolio, value $2,090,150.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 46,499 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,700,196.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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