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ADAMSBROWN WEALTH CONSULTANTS LLC: CGMU position timeline

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

ADAMSBROWN WEALTH CONSULTANTS LLC held 11,693 CGMU 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 11,693 shares
    Change vs previous 13F -3,573 shares

    0.06% of the 13F portfolio, value $321,198.

    13F-HR 0001951757-26-000932 filed by ADAMSBROWN WEALTH CONSULTANTS 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 15,266 shares
    Change vs previous 13F -3,428 shares

    0.11% of the 13F portfolio, value $414,473.

    13F-HR 0001951757-26-000604 filed by ADAMSBROWN WEALTH CONSULTANTS 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 18,694 shares
    Change vs previous 13F +5,949 shares

    0.14% of the 13F portfolio, value $511,842.

    13F-HR 0001951757-26-000070 filed by ADAMSBROWN WEALTH CONSULTANTS 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 12,745 shares
    Change vs previous 13F +1,946 shares

    0.1% of the 13F portfolio, value $347,799.

    13F-HR 0001951757-25-001265 filed by ADAMSBROWN WEALTH CONSULTANTS 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 10,799 shares
    Change vs previous 13F +90 shares

    0.08% of the 13F portfolio, value $288,213.

    13F-HR 0001951757-25-000571 filed by ADAMSBROWN WEALTH CONSULTANTS 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 10,709 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $287,213.

    13F-HR 0001951757-25-000289 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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