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Disclosery

5T Wealth, LLC: CGMS position timeline

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

5T Wealth, LLC held 99,042 CGMS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,042 shares
    Change vs previous 13F +2,842 shares

    1.01% of the 13F portfolio, value $2,706,803.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, 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 96,200 shares
    Change vs previous 13F +763 shares

    1.04% of the 13F portfolio, value $2,619,517.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, 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 95,437 shares
    Change vs previous 13F +4,057 shares

    1.05% of the 13F portfolio, value $2,635,781.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, 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 91,380 shares
    Change vs previous 13F +15,823 shares

    1.11% of the 13F portfolio, value $2,535,799.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, 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 75,557 shares
    Change vs previous 13F -874 shares

    1.06% of the 13F portfolio, value $2,086,847.

    13F-HR 0001667731-25-001046 filed by 5T Wealth, 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 76,431 shares
    Change vs previous 13F -5,132 shares

    1.19% of the 13F portfolio, value $2,086,498.

    13F-HR 0001667731-25-000485 filed by 5T Wealth, 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 81,563 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,225,027.

    13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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