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LongView Wealth Management: CGMS position timeline

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

LongView Wealth Management held 160,235 CGMS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,235 shares
    Change vs previous 13F +26,800 shares

    1.12% of the 13F portfolio, value $4,379,223.

    13F-HR 0001990190-26-000003 filed by LongView Wealth Management
    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 133,435 shares
    Change vs previous 13F +5,961 shares

    0.93% of the 13F portfolio, value $3,692,136.

    13F-HR 0001990190-26-000002 filed by LongView Wealth Management
    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 127,474 shares
    Change vs previous 13F +20,001 shares

    0.85% of the 13F portfolio, value $3,531,020.

    13F-HR 0001990190-26-000001 filed by LongView Wealth Management
    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 107,473 shares
    Change vs previous 13F +23,121 shares

    0.81% of the 13F portfolio, value $2,982,365.

    13F-HR 0001990190-25-000008 filed by LongView Wealth Management
    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 84,352 shares
    Change vs previous 13F +17,646 shares

    0.71% of the 13F portfolio, value $2,329,795.

    13F-HR 0001990190-25-000004 filed by LongView Wealth Management
    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 66,706 shares
    Change vs previous 13F +12,084 shares

    0.55% of the 13F portfolio, value $1,821,074.

    13F-HR 0001990190-25-000003 filed by LongView Wealth Management
    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 54,622 shares
    Change vs previous 13F +26,445 shares

    0.45% of the 13F portfolio, value $1,490,088.

    13F-HR 0001990190-25-000001 filed by LongView Wealth Management
    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 28,177 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $784,448.

    13F-HR 0001990190-24-000005 filed by LongView Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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