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IMPACTfolio, LLC: CGMU position timeline

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

IMPACTfolio, LLC held 224,209 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,209 shares
    Change vs previous 13F +12,595 shares

    2.32% of the 13F portfolio, value $6,159,021.

    13F-HR 0001896447-26-000004 filed by IMPACTfolio, 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 211,614 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $5,745,320.

    13F-HR 0001896447-26-000003 filed by IMPACTfolio, LLC
    Filed (acceptance time not in the bulk data set), ingested

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