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Greenline Wealth Management LLC: CGMU position timeline

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

Greenline Wealth Management LLC held 26,422 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,422 shares
    Change vs previous 13F +6,842 shares

    0.6% of the 13F portfolio, value $725,801.

    13F-HR 0002085853-26-000830 filed by Greenline Wealth Management 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 19,580 shares
    Change vs previous 13F +3,063 shares

    0.61% of the 13F portfolio, value $531,610.

    13F-HR 0002085853-26-000592 filed by Greenline Wealth Management 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 16,517 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $452,229.

    13F-HR 0002111541-26-000001 filed by Greenline Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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