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LifeGoal Investments, LLC: CGMS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifeGoal Investments, LLC on CGMS, newest first. How the timeline and the estimate are built.

LifeGoal Investments, LLC held 173,716 CGMS shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 173,716 shares
    Change vs previous 13F +15,950 shares

    1.39% of the 13F portfolio, value $4,556,562.

    13F-HR 0001754960-26-000832 filed by LifeGoal Investments, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 157,766 shares
    Change vs previous 13F -598 shares

    1.97% of the 13F portfolio, value $4,311,744.

    13F-HR 0001754960-26-000428 filed by LifeGoal Investments, 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 158,364 shares
    Change vs previous 13F +22,492 shares

    2.47% of the 13F portfolio, value $4,322,527.

    13F-HR 0001754960-26-000251 filed by LifeGoal Investments, 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 135,872 shares
    Change vs previous 13F +100,362 shares

    2.5% of the 13F portfolio, value $3,753,159.

    13F-HR 0001754960-26-000066 filed by LifeGoal Investments, 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 35,510 shares
    Change vs previous 13F -650 shares

    0.82% of the 13F portfolio, value $985,392.

    13F-HR 0001754960-25-000803 filed by LifeGoal Investments, 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 36,160 shares
    Change vs previous 13F -105,969 shares

    0.95% of the 13F portfolio, value $998,749.

    13F-HR 0001754960-25-000427 filed by LifeGoal Investments, 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 142,129 shares
    Change vs previous 13F +60,357 shares

    4.19% of the 13F portfolio, value $3,880,826.

    13F-HR 0001754960-25-000221 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 81,772 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $2,230,738.

    13F-HR 0001754960-25-000096 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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