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LongView Wealth Management: CGMU position timeline

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

LongView Wealth Management held 136,308 CGMU 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 136,308 shares
    Change vs previous 13F -2,356 shares

    0.96% of the 13F portfolio, value $3,744,374.

    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 138,664 shares
    Change vs previous 13F +38,134 shares

    0.96% of the 13F portfolio, value $3,802,160.

    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 100,530 shares
    Change vs previous 13F +38,803 shares

    0.67% of the 13F portfolio, value $2,769,596.

    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 61,727 shares
    Change vs previous 13F +18,465 shares

    0.46% of the 13F portfolio, value $1,684,530.

    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 43,262 shares
    Change vs previous 13F +1,330 shares

    0.35% of the 13F portfolio, value $1,154,653.

    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 41,932 shares
    Change vs previous 13F -3,559 shares

    0.34% of the 13F portfolio, value $1,124,607.

    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 45,491 shares
    Change vs previous 13F +5,603 shares

    0.37% of the 13F portfolio, value $1,224,628.

    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 39,888 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,095,322.

    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).