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Invera Wealth Advisors, LLC: CMG position timeline

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

Invera Wealth Advisors, LLC held 32,769 CMG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,769 shares
    Change vs previous 13F +13,954 shares

    0.6% of the 13F portfolio, value $1,114,146.

    13F-HR 0001976780-26-000003 filed by Invera Wealth Advisors, 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 18,815 shares
    Change vs previous 13F +1,229 shares

    0.39% of the 13F portfolio, value $602,268.

    13F-HR 0001976780-26-000002 filed by Invera Wealth Advisors, 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 17,586 shares
    Change vs previous 13F -4,322 shares

    0.41% of the 13F portfolio, value $650,682.

    13F-HR 0001976780-26-000001 filed by Invera Wealth Advisors, 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 21,908 shares
    Change vs previous 13F +5,296 shares

    0.53% of the 13F portfolio, value $858,575.

    13F-HR 0001976780-25-000009 filed by Invera Wealth Advisors, 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 16,612 shares
    Change vs previous 13F -228 shares

    0.61% of the 13F portfolio, value $932,764.

    13F-HR 0001976780-25-000007 filed by Invera Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 16,840 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $845,536.

    13F-HR/A 0001976780-25-000008 filed by Invera Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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