Ergawealth Advisors, Inc.: CGUS position timeline

Ergawealth Advisors, Inc. held 431,464 CGUS 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 431,464 shares

   Change vs previous 13F +8,554 shares

   7.45% of the 13F portfolio, value $19,191,519.

   13F-HR 0001951757-26-001147 filed by Ergawealth Advisors, Inc.
   Filed 2026-08-07 (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 422,910 shares

   Change vs previous 13F +28,186 shares

   7.18% of the 13F portfolio, value $16,248,190.

   13F-HR 0001951757-26-000738 filed by Ergawealth Advisors, Inc.
   Filed 2026-04-27 (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 394,724 shares

   Change vs previous 13F +229,170 shares

   7.31% of the 13F portfolio, value $15,879,745.

   13F-HR 0001951757-26-000268 filed by Ergawealth Advisors, Inc.
   Filed 2026-01-21 (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 165,554 shares

   Change vs previous 13F +131,412 shares

   3.05% of the 13F portfolio, value $6,546,002.

   13F-HR 0001951757-25-001176 filed by Ergawealth Advisors, Inc.
   Filed 2025-10-20 (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 34,142 shares

   Change vs previous 13F not available

   0.57% of the 13F portfolio, value $1,260,857.

   13F-HR 0001951757-25-000901 filed by Ergawealth Advisors, Inc.
   Filed 2025-07-22 (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).