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Disclosery

Alchemi Wealth, LLC: CGMM position timeline

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

Alchemi Wealth, LLC held 41,611 CGMM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,611 shares
    Change vs previous 13F +2,570 shares

    0.64% of the 13F portfolio, value $1,371,949.

    13F-HR 0002110606-26-000004 filed by Alchemi 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 39,041 shares
    Change vs previous 13F +3,126 shares

    0.64% of the 13F portfolio, value $1,146,274.

    13F-HR 0002110606-26-000003 filed by Alchemi 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 35,915 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,035,818.

    13F-HR 0002110606-26-000001 filed by Alchemi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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