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Guided Capital Wealth Management, LLC: CGUS position timeline

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

Guided Capital Wealth Management, LLC held 247,559 CGUS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 247,559 shares
    Change vs previous 13F +4,225 shares

    6.44% of the 13F portfolio, value $11,011,424.

    13F-HR 0001951757-26-001037 filed by Guided Capital 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 243,334 shares
    Change vs previous 13F -646 shares

    6.17% of the 13F portfolio, value $9,348,892.

    13F-HR 0001951757-26-000763 filed by Guided Capital 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 243,980 shares
    Change vs previous 13F not available

    6.88% of the 13F portfolio, value $9,815,315.

    13F-HR 0001951757-26-000160 filed by Guided Capital Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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