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Koshinski Asset Management, Inc.: CGMU position timeline

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

Koshinski Asset Management, Inc. held 323,544 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 323,544 shares
    Change vs previous 13F +13,558 shares

    0.47% of the 13F portfolio, value $8,887,743.

    13F-HR 0001062993-26-003837 filed by Koshinski Asset Management, Inc.
    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 309,986 shares
    Change vs previous 13F +5,570 shares

    0.52% of the 13F portfolio, value $8,416,121.

    13F-HR 0001062993-26-002158 filed by Koshinski Asset Management, Inc.
    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 304,416 shares
    Change vs previous 13F +46,373 shares

    0.54% of the 13F portfolio, value $8,334,919.

    13F-HR 0001062993-26-000568 filed by Koshinski Asset Management, Inc.
    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 258,043 shares
    Change vs previous 13F +44,787 shares

    0.47% of the 13F portfolio, value $7,042,001.

    13F-HR 0001062993-25-016594 filed by Koshinski Asset Management, Inc.
    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 213,256 shares
    Change vs previous 13F +23,060 shares

    0.43% of the 13F portfolio, value $5,691,797.

    13F-HR 0001062993-25-013228 filed by Koshinski Asset Management, Inc.
    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 190,196 shares
    Change vs previous 13F -950 shares

    0.43% of the 13F portfolio, value $5,101,047.

    13F-HR 0001062993-25-007987 filed by Koshinski Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 191,146 shares
    Change vs previous 13F +46,576 shares

    0.46% of the 13F portfolio, value $5,145,652.

    13F-HR 0001062993-25-000828 filed by Koshinski Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 144,570 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,969,894.

    13F-HR 0001062993-24-017524 filed by Koshinski Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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