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COLTON GROOME FINANCIAL ADVISORS, LLC: GMUB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COLTON GROOME FINANCIAL ADVISORS, LLC on GMUB, newest first. How the timeline and the estimate are built.

COLTON GROOME FINANCIAL ADVISORS, LLC held 18,940 GMUB shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,940 shares
    Change vs previous 13F +1,210 shares

    0.22% of the 13F portfolio, value $924,272.

    13F-HR 0001780330-26-000005 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,730 shares
    Change vs previous 13F +5,925 shares

    0.22% of the 13F portfolio, value $912,031.

    13F-HR 0001780330-26-000004 filed by COLTON GROOME FINANCIAL 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 ended2026-03-31
    13F 11,805 shares
    Change vs previous 13F +400 shares

    0.17% of the 13F portfolio, value $601,465.

    13F-HR 0001780330-26-000003 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,405 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $583,822.

    13F-HR 0001780330-26-000001 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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