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EQ WEALTH ADVISORS, LLC: CGMS position timeline

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

EQ WEALTH ADVISORS, LLC held 679,303 CGMS 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 679,303 shares
    Change vs previous 13F +40,913 shares

    10.2% of the 13F portfolio, value $18,565,354.

    13F-HR 0001986152-26-000095 filed by EQ WEALTH ADVISORS, 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 638,390 shares
    Change vs previous 13F +43,972 shares

    10.16% of the 13F portfolio, value $17,383,365.

    13F-HR 0001986152-26-000052 filed by EQ WEALTH 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 ended2025-12-31
    13F 594,418 shares
    Change vs previous 13F +71,421 shares

    9.69% of the 13F portfolio, value $16,417,823.

    13F-HR 0001986152-26-000004 filed by EQ WEALTH 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 ended2025-09-30
    13F 522,997 shares
    Change vs previous 13F +39,319 shares

    9.54% of the 13F portfolio, value $14,513,156.

    13F-HR 0002047572-25-000002 filed by EQ WEALTH ADVISORS, 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 483,678 shares
    Change vs previous 13F +58,882 shares

    9.1% of the 13F portfolio, value $13,359,191.

    13F-HR 0001986152-25-000049 filed by EQ WEALTH ADVISORS, 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 424,796 shares
    Change vs previous 13F +40,737 shares

    9.24% of the 13F portfolio, value $11,596,936.

    13F-HR 0001986152-25-000029 filed by EQ WEALTH ADVISORS, 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 384,059 shares
    Change vs previous 13F not available

    10.07% of the 13F portfolio, value $10,477,122.

    13F-HR 0001986152-25-000006 filed by EQ WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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