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Global Financial Private Client, LLC: CERY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Global Financial Private Client, LLC on CERY, newest first. How the timeline and the estimate are built.

Global Financial Private Client, LLC held 35,959 CERY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,959 shares
    Change vs previous 13F +1,750 shares

    0.33% of the 13F portfolio, value $1,202,109.

    13F-HR 0002085853-26-000779 filed by Global Financial Private Client, 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 34,209 shares
    Change vs previous 13F +9,469 shares

    0.39% of the 13F portfolio, value $1,205,525.

    13F-HR 0002085853-26-000422 filed by Global Financial Private Client, 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 24,740 shares
    Change vs previous 13F -5,376 shares

    0.25% of the 13F portfolio, value $706,327.

    13F-HR 0002085853-26-000092 filed by Global Financial Private Client, 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 30,116 shares
    Change vs previous 13F +14,595 shares

    0.31% of the 13F portfolio, value $862,823.

    13F-HR 0002085853-25-000123 filed by Global Financial Private Client, 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 15,521 shares
    Change vs previous 13F -8,355 shares

    0.16% of the 13F portfolio, value $422,637.

    13F-HR 0001667731-25-000773 filed by Global Financial Private Client, 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 23,876 shares
    Change vs previous 13F +14,790 shares

    0.25% of the 13F portfolio, value $661,604.

    13F-HR 0002023568-25-000002 filed by Global Financial Private Client, 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 9,086 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $235,191.

    13F-HR 0002023568-25-000001 filed by Global Financial Private Client, LLC
    Filed (acceptance time not in the bulk data set), ingested

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