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Disclosery

CGC Financial Services, LLC: IMTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CGC Financial Services, LLC on IMTM, newest first. How the timeline and the estimate are built.

CGC Financial Services, LLC held 173,298 IMTM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,298 shares
    Change vs previous 13F -2,696 shares

    2.08% of the 13F portfolio, value $9,241,991.

    13F-HR 0001992785-26-000004 filed by CGC Financial Services, 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 175,994 shares
    Change vs previous 13F -30,448 shares

    2.44% of the 13F portfolio, value $8,451,239.

    13F-HR 0001992785-26-000003 filed by CGC Financial Services, 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 206,442 shares
    Change vs previous 13F -6,298 shares

    2.65% of the 13F portfolio, value $9,903,030.

    13F-HR 0001992785-26-000001 filed by CGC Financial Services, 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 212,740 shares
    Change vs previous 13F -4,004 shares

    2.81% of the 13F portfolio, value $10,185,999.

    13F-HR 0001992785-25-000007 filed by CGC Financial Services, 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 216,744 shares
    Change vs previous 13F -4,745 shares

    3.34% of the 13F portfolio, value $9,903,040.

    13F-HR 0001992785-25-000004 filed by CGC Financial Services, 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 221,489 shares
    Change vs previous 13F -11,137 shares

    3.5% of the 13F portfolio, value $8,846,277.

    13F-HR 0001992785-25-000003 filed by CGC Financial Services, 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 232,626 shares
    Change vs previous 13F -6,377 shares

    3.47% of the 13F portfolio, value $8,700,218.

    13F-HR 0001992785-25-000001 filed by CGC Financial Services, LLC
    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 239,003 shares
    Change vs previous 13F not available

    3.87% of the 13F portfolio, value $9,650,945.

    13F-HR 0001992785-24-000006 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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