Skip to content
Disclosery

Boulder Wealth Advisors, LLC: CGMU position timeline

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

Boulder Wealth Advisors, LLC held 377,874 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 377,874 shares
    Change vs previous 13F +37,686 shares

    3.78% of the 13F portfolio, value $10,380,199.

    13F-HR 0001986152-26-000115 filed by Boulder Wealth 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 340,188 shares
    Change vs previous 13F -5,020 shares

    3.69% of the 13F portfolio, value $9,236,104.

    13F-HR 0001986152-26-000077 filed by Boulder Wealth 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 345,208 shares
    Change vs previous 13F not available

    3.99% of the 13F portfolio, value $9,451,795.

    13F-HR 0001986152-26-000010 filed by Boulder Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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