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Disclosery

Burton Enright Welch: CGMU position timeline

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

Burton Enright Welch held 57,966 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,966 shares
    Change vs previous 13F +14,377 shares

    0.19% of the 13F portfolio, value $1,592,334.

    13F-HR 0002105919-26-000020 filed by Burton Enright Welch
    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 43,589 shares
    Change vs previous 13F +13,350 shares

    0.16% of the 13F portfolio, value $1,183,449.

    13F-HR 0002105919-26-000019 filed by Burton Enright Welch
    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 30,239 shares
    Change vs previous 13F +6,913 shares

    0.12% of the 13F portfolio, value $827,955.

    13F-HR 0002105919-26-000002 filed by Burton Enright Welch
    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 23,326 shares
    Change vs previous 13F -4,685 shares

    0.1% of the 13F portfolio, value $636,556.

    13F-HR 0002105919-26-000018 filed by Burton Enright Welch
    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 28,011 shares
    Change vs previous 13F +1,965 shares

    0.13% of the 13F portfolio, value $747,614.

    13F-HR 0002105919-26-000017 filed by Burton Enright Welch
    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 26,046 shares
    Change vs previous 13F +4,416 shares

    0.14% of the 13F portfolio, value $698,554.

    13F-HR 0002105919-26-000016 filed by Burton Enright Welch
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 21,630 shares
    Change vs previous 13F +2,577 shares

    0.12% of the 13F portfolio, value $582,280.

    13F-HR 0002105919-26-000015 filed by Burton Enright Welch
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 19,053 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $523,196.

    13F-HR 0002105919-26-000014 filed by Burton Enright Welch
    Filed (acceptance time not in the bulk data set), ingested

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