Skip to content
Disclosery

A&I FINANCIAL SERVICES, LLC: CGMM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of A&I FINANCIAL SERVICES, LLC on CGMM, newest first. How the timeline and the estimate are built.

A&I FINANCIAL SERVICES, LLC held 83,521 CGMM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,521 shares
    Change vs previous 13F +10,470 shares

    1.2% of the 13F portfolio, value $2,753,709.

    13F-HR 0001728031-26-000003 filed by A&I FINANCIAL SERVICES, 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 73,051 shares
    Change vs previous 13F +6,670 shares

    1.02% of the 13F portfolio, value $2,144,766.

    13F-HR 0001728031-26-000002 filed by A&I FINANCIAL SERVICES, 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 66,381 shares
    Change vs previous 13F +3,332 shares

    0.91% of the 13F portfolio, value $1,914,430.

    13F-HR 0001728031-26-000001 filed by A&I FINANCIAL SERVICES, 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 63,049 shares
    Change vs previous 13F +10,432 shares

    0.87% of the 13F portfolio, value $1,784,921.

    13F-HR 0001728031-25-000004 filed by A&I FINANCIAL SERVICES, 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 52,617 shares
    Change vs previous 13F -2,282 shares

    0.8% of the 13F portfolio, value $1,414,349.

    13F-HR 0001085146-25-003777 filed by A&I FINANCIAL SERVICES, 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 54,899 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,311,545.

    13F-HR 0001085146-25-002528 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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