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Blue Chip Partners, LLC: CGMU position timeline

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

Blue Chip Partners, LLC held 1,585,807 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,585,807 shares
    Change vs previous 13F -67,194 shares

    2.75% of the 13F portfolio, value $43,562,125.

    13F-HR 0001632801-26-000004 filed by Blue Chip Partners, 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 1,653,001 shares
    Change vs previous 13F +17,316 shares

    3.23% of the 13F portfolio, value $44,878,974.

    13F-HR 0001632801-26-000003 filed by Blue Chip Partners, 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 1,635,685 shares
    Change vs previous 13F +70,638 shares

    3.25% of the 13F portfolio, value $44,785,066.

    13F-HR 0001632801-26-000001 filed by Blue Chip Partners, 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 1,565,047 shares
    Change vs previous 13F +47,136 shares

    3.19% of the 13F portfolio, value $42,710,126.

    13F-HR 0001632801-25-000009 filed by Blue Chip Partners, 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 1,517,911 shares
    Change vs previous 13F +1,448,696 shares

    3.3% of the 13F portfolio, value $40,513,034.

    13F-HR 0001632801-25-000005 filed by Blue Chip Partners, 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 69,215 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,856,349.

    13F-HR 0001632801-25-000004 filed by Blue Chip Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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