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Disclosery

Cassia Capital Partners, LLC: GM position timeline

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

Cassia Capital Partners, LLC held 19,357 GM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,357 shares
    Change vs previous 13F -72 shares

    0.72% of the 13F portfolio, value $1,492,063.

    13F-HR 0001951757-26-001081 filed by Cassia Capital 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 19,429 shares
    Change vs previous 13F -1,892 shares

    0.74% of the 13F portfolio, value $1,447,470.

    13F-HR 0001951757-26-000731 filed by Cassia Capital 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 21,321 shares
    Change vs previous 13F -1,188 shares

    0.94% of the 13F portfolio, value $1,733,816.

    13F-HR 0001951757-26-000197 filed by Cassia Capital 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 22,509 shares
    Change vs previous 13F +2,900 shares

    0.75% of the 13F portfolio, value $1,372,371.

    13F-HR 0001951757-25-001208 filed by Cassia Capital 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 19,609 shares
    Change vs previous 13F +926 shares

    0.58% of the 13F portfolio, value $964,982.

    13F-HR 0001951757-25-000857 filed by Cassia Capital 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 18,683 shares
    Change vs previous 13F +7,221 shares

    0.55% of the 13F portfolio, value $878,663.

    13F-HR 0001951757-25-000407 filed by Cassia Capital Partners, LLC
    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 11,462 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $610,581.

    13F-HR 0001951757-25-000133 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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