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Disclosery

FinDec Wealth Services, Inc.: CGUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FinDec Wealth Services, Inc. on CGUS, newest first. How the timeline and the estimate are built.

FinDec Wealth Services, Inc. held 5,410 CGUS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,410 shares
    Change vs previous 13F -22 shares

    0.28% of the 13F portfolio, value $240,645.

    13F-HR 0001172661-26-003109 filed by FinDec Wealth Services, 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 5,432 shares
    Change vs previous 13F -19 shares

    0.26% of the 13F portfolio, value $208,716.

    13F-HR 0001172661-26-001601 filed by FinDec Wealth Services, 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 5,451 shares
    Change vs previous 13F -163 shares

    0.24% of the 13F portfolio, value $219,298.

    13F-HR 0001172661-26-000532 filed by FinDec Wealth Services, 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 5,614 shares
    Change vs previous 13F -2,125 shares

    0.23% of the 13F portfolio, value $221,973.

    13F-HR 0001172661-25-004389 filed by FinDec Wealth Services, 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 7,739 shares
    Change vs previous 13F -16,313 shares

    0.3% of the 13F portfolio, value $285,785.

    13F-HR 0001172661-25-002708 filed by FinDec Wealth Services, Inc.
    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 24,052 shares
    Change vs previous 13F -159,394 shares

    0.79% of the 13F portfolio, value $803,348.

    13F-HR 0001172661-25-002097 filed by FinDec Wealth Services, Inc.
    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 183,446 shares
    Change vs previous 13F -45,269 shares

    4.45% of the 13F portfolio, value $6,415,115.

    13F-HR 0001172661-25-001071 filed by FinDec Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 228,715 shares
    Change vs previous 13F not available

    4.55% of the 13F portfolio, value $7,840,334.

    13F-HR 0001172661-24-004828 filed by FinDec Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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