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EQ WEALTH ADVISORS, LLC: CGMU position timeline

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

EQ WEALTH ADVISORS, LLC held 190,366 CGMU 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 190,366 shares
    Change vs previous 13F +2,430 shares

    2.87% of the 13F portfolio, value $5,229,363.

    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 187,936 shares
    Change vs previous 13F +6,256 shares

    2.98% of the 13F portfolio, value $5,102,472.

    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 181,680 shares
    Change vs previous 13F +56,114 shares

    2.94% of the 13F portfolio, value $4,974,399.

    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 125,566 shares
    Change vs previous 13F +18,446 shares

    2.25% of the 13F portfolio, value $3,426,703.

    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 107,120 shares
    Change vs previous 13F -1,411 shares

    1.95% of the 13F portfolio, value $2,859,046.

    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 108,531 shares
    Change vs previous 13F +13,769 shares

    2.32% of the 13F portfolio, value $2,910,798.

    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 94,762 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $2,551,004.

    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).