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Boulder Wealth Advisors, LLC: CGSM position timeline

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

Boulder Wealth Advisors, LLC held 316,322 CGSM 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 316,322 shares
    Change vs previous 13F +65,521 shares

    3.04% of the 13F portfolio, value $8,346,156.

    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 250,801 shares
    Change vs previous 13F +168,317 shares

    2.63% of the 13F portfolio, value $6,591,050.

    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 82,484 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,172,629.

    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).