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Leverty Financial Group, LLC: CGMU position timeline

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

Leverty Financial Group, LLC held 301,063 CGMU shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 301,063 shares
    Change vs previous 13F +133,560 shares

    1.42% of the 13F portfolio, value $7,809,574.

    13F-HR 0002085853-26-001117 filed by Leverty Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 167,503 shares
    Change vs previous 13F +23,337 shares

    0.89% of the 13F portfolio, value $4,601,307.

    13F-HR 0002085853-26-000686 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 144,166 shares
    Change vs previous 13F +72,012 shares

    0.87% of the 13F portfolio, value $3,914,107.

    13F-HR 0002085853-26-000307 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 72,154 shares
    Change vs previous 13F +22,587 shares

    0.47% of the 13F portfolio, value $1,975,577.

    13F-HR 0002085853-26-000020 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 49,567 shares
    Change vs previous 13F +27,932 shares

    0.35% of the 13F portfolio, value $1,352,683.

    13F-HR 0002085853-25-000022 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 21,635 shares
    Change vs previous 13F -141,625 shares

    0.17% of the 13F portfolio, value $577,449.

    13F-HR 0001908386-25-000004 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 163,260 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $4,378,621.

    13F-HR 0001908386-25-000003 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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