EnRich Financial Partners LLC: CGMU position timeline

EnRich Financial Partners LLC held 415,313 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 415,313 shares

   Change vs previous 13F +9,709 shares

   2.71% of the 13F portfolio, value $11,408,648.

   13F-HR 0001955091-26-000004 filed by EnRich Financial Partners LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 405,604 shares

   Change vs previous 13F +13,423 shares

   2.92% of the 13F portfolio, value $11,012,149.

   13F-HR 0001955091-26-000003 filed by EnRich Financial Partners LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 392,181 shares

   Change vs previous 13F +7,921 shares

   2.93% of the 13F portfolio, value $10,737,916.

   13F-HR 0001955091-26-000001 filed by EnRich Financial Partners LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 384,260 shares

   Change vs previous 13F +12,423 shares

   2.98% of the 13F portfolio, value $10,486,455.

   13F-HR 0001955091-25-000009 filed by EnRich Financial Partners LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 371,837 shares

   Change vs previous 13F not available

   3.05% of the 13F portfolio, value $9,924,330.

   13F-HR 0001955091-25-000008 filed by EnRich Financial Partners LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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