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Ballew Advisors, Inc: CGMU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballew Advisors, Inc on CGMU, newest first. How the timeline and the estimate are built.

Ballew Advisors, Inc held 11,240 CGMU shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,240 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $292,352.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,240 shares
    Change vs previous 13F +700 shares

    0.16% of the 13F portfolio, value $308,988.

    13F-HR 0001580642-26-004238 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,540 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $288,691.

    13F-HR 0001580642-26-002441 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,540 shares
    Change vs previous 13F +1,000 shares

    0.16% of the 13F portfolio, value $290,482.

    13F-HR 0001580642-26-000257 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,540 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $261,110.

    13F-HR 0001580642-25-006581 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,540 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $255,004.

    13F-HR 0001580642-25-004115 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,540 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $249,948.

    13F-HR 0001580642-25-002392 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,540 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $255,577.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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