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Ergawealth Advisors, Inc.: CGMM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ergawealth Advisors, Inc. on CGMM, newest first. How the timeline and the estimate are built.

Ergawealth Advisors, Inc. held 815,624 CGMM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 815,624 shares
    Change vs previous 13F +21,507 shares

    10.44% of the 13F portfolio, value $26,891,130.

    13F-HR 0001951757-26-001147 filed by Ergawealth Advisors, Inc.
    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 794,117 shares
    Change vs previous 13F +45,009 shares

    10.31% of the 13F portfolio, value $23,315,264.

    13F-HR 0001951757-26-000738 filed by Ergawealth Advisors, Inc.
    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 749,108 shares
    Change vs previous 13F +416,344 shares

    9.94% of the 13F portfolio, value $21,604,276.

    13F-HR 0001951757-26-000268 filed by Ergawealth Advisors, Inc.
    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 332,764 shares
    Change vs previous 13F +236,032 shares

    4.4% of the 13F portfolio, value $9,447,166.

    13F-HR 0001951757-25-001176 filed by Ergawealth Advisors, Inc.
    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 96,732 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,600,156.

    13F-HR 0001951757-25-000901 filed by Ergawealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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