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Hartmann Taylor Wealth Management, LLC: CGMU position timeline

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

Hartmann Taylor Wealth Management, LLC held 322,822 CGMU shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 322,822 shares
    Change vs previous 13F -3,732 shares

    4.7% of the 13F portfolio, value $8,373,995.

    13F-HR 0002058267-26-000005 filed by Hartmann Taylor Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 326,554 shares
    Change vs previous 13F 0 shares

    5.87% of the 13F portfolio, value $8,865,941.

    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).

  3. period ended2026-03-31
    13F 326,554 shares
    Change vs previous 13F +95,035 shares

    5.86% of the 13F portfolio, value $8,865,941.

    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).

  4. period ended2025-12-31
    13F 231,519 shares
    Change vs previous 13F +52,663 shares

    4.28% of the 13F portfolio, value $6,338,990.

    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).

  5. period ended2025-09-30
    13F 178,856 shares
    Change vs previous 13F -6,684 shares

    3.5% of the 13F portfolio, value $4,880,980.

    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).

  6. period ended2025-06-30
    13F 185,540 shares
    Change vs previous 13F -24,274 shares

    4.12% of the 13F portfolio, value $4,952,063.

    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).

  7. period ended2025-03-31
    13F 209,814 shares
    Change vs previous 13F not available

    5.04% of the 13F portfolio, value $5,627,211.

    13F-HR 0002058267-25-000003 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).