Aegis Wealth Management, Inc.: CERY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aegis Wealth Management, Inc. on CERY, newest first. How the timeline and the estimate are built.
Aegis Wealth Management, Inc. held 12,089 CERY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 12,089 sharesChange vs previous 13F +4,944 shares
0.26% of the 13F portfolio, value $404,132.
13F-HR 0002096565-26-000003 filed by Aegis Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,145 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $251,787.
13F-HR 0002096565-26-000002 filed by Aegis Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).