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Hartmann Taylor Wealth Management, LLC: CGCV position timeline

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

Hartmann Taylor Wealth Management, LLC held 74,834 CGCV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,834 shares
    Change vs previous 13F -1,130 shares

    1.48% of the 13F portfolio, value $2,230,802.

    13F-HR 0002058267-26-000003 filed by Hartmann Taylor 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 75,964 shares
    Change vs previous 13F +9,980 shares

    1.5% of the 13F portfolio, value $2,264,487.

    13F-HR 0002058267-26-000002 filed by Hartmann Taylor 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 65,984 shares
    Change vs previous 13F +8,823 shares

    1.36% of the 13F portfolio, value $2,011,852.

    13F-HR 0002058267-26-000001 filed by Hartmann Taylor Wealth Management, 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 57,161 shares
    Change vs previous 13F +26,961 shares

    1.24% of the 13F portfolio, value $1,721,131.

    13F-HR 0002058267-25-000007 filed by Hartmann Taylor Wealth Management, 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 30,200 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $863,720.

    13F-HR 0002035533-25-000004 filed by Hartmann Taylor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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