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Hartmann Taylor Wealth Management, LLC: CGSM position timeline

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

Hartmann Taylor Wealth Management, LLC held 108,125 CGSM 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 108,125 shares
    Change vs previous 13F -47,791 shares

    1.56% of the 13F portfolio, value $2,779,894.

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

  2. period ended2026-06-30
    13F 155,916 shares
    Change vs previous 13F 0 shares

    2.71% of the 13F portfolio, value $4,097,472.

    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 155,916 shares
    Change vs previous 13F -8,875 shares

    2.71% of the 13F portfolio, value $4,097,472.

    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 164,791 shares
    Change vs previous 13F +20,694 shares

    2.93% of the 13F portfolio, value $4,340,595.

    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 144,097 shares
    Change vs previous 13F +24,015 shares

    2.73% of the 13F portfolio, value $3,798,397.

    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 120,082 shares
    Change vs previous 13F +30,990 shares

    2.61% of the 13F portfolio, value $3,131,739.

    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 89,092 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $2,317,283.

    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).