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Disclosery

D.A. DAVIDSON & CO.: CGSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on CGSM, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 37,455 CGSM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,455 shares
    Change vs previous 13F +1,410 shares

    0.01% of the 13F portfolio, value $988,250.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 36,045 shares
    Change vs previous 13F -26 shares

    0.01% of the 13F portfolio, value $947,263.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 36,071 shares
    Change vs previous 13F +7,651 shares

    0.01% of the 13F portfolio, value $950,110.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 28,420 shares
    Change vs previous 13F +3,865 shares

    <0.01% of the 13F portfolio, value $749,151.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 24,555 shares
    Change vs previous 13F +4,800 shares

    <0.01% of the 13F portfolio, value $640,394.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 19,755 shares
    Change vs previous 13F +565 shares

    <0.01% of the 13F portfolio, value $513,828.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 19,190 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $498,364.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 19,190 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $503,929.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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