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Disclosery

LANDAAS & CO /WI /ADV: CGSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LANDAAS & CO /WI /ADV on CGSM, newest first. How the timeline and the estimate are built.

LANDAAS & CO /WI /ADV held 29,392 CGSM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,392 shares
    Change vs previous 13F +7,613 shares

    0.14% of the 13F portfolio, value $775,508.

    13F-HR 0000913990-26-000011 filed by LANDAAS & CO /WI /ADV
    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 21,779 shares
    Change vs previous 13F -9,441 shares

    0.13% of the 13F portfolio, value $572,352.

    13F-HR 0000913990-26-000010 filed by LANDAAS & CO /WI /ADV
    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 31,220 shares
    Change vs previous 13F +21,779 shares

    0.18% of the 13F portfolio, value $822,335.

    13F-HR 0000913990-26-000006 filed by LANDAAS & CO /WI /ADV
    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 9,441 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $249,000.

    13F-HR 0001104659-25-106012 filed by LANDAAS & CO /WI /ADV
    Filed (acceptance time not in the bulk data set), ingested

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