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BARNES PETTEY FINANCIAL ADVISORS, LLC: CGMU position timeline

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

BARNES PETTEY FINANCIAL ADVISORS, LLC held 81,293 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,293 shares
    Change vs previous 13F +35,939 shares

    0.7% of the 13F portfolio, value $2,233,131.

    13F-HR 0001765380-26-000230 filed by BARNES PETTEY FINANCIAL ADVISORS, 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 45,354 shares
    Change vs previous 13F +9,418 shares

    0.54% of the 13F portfolio, value $1,231,369.

    13F-HR 0001765380-26-000124 filed by BARNES PETTEY FINANCIAL ADVISORS, 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 35,936 shares
    Change vs previous 13F +20,560 shares

    0.49% of the 13F portfolio, value $983,921.

    13F-HR 0001765380-26-000058 filed by BARNES PETTEY FINANCIAL ADVISORS, 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 15,376 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $419,604.

    13F-HR 0001765380-25-000470 filed by BARNES PETTEY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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