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Disclosery

Laurel Wealth Planning LLC: CGMM position timeline

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

Laurel Wealth Planning LLC held 140,924 CGMM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,924 shares
    Change vs previous 13F +19,093 shares

    2.06% of the 13F portfolio, value $4,646,265.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth Planning 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 121,831 shares
    Change vs previous 13F +59,223 shares

    1.89% of the 13F portfolio, value $3,576,959.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning 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 62,608 shares
    Change vs previous 13F -1,086 shares

    1% of the 13F portfolio, value $1,805,615.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning 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 63,694 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,808,273.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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