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LongView Wealth Management: CGUS position timeline

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

LongView Wealth Management held 60,815 CGUS 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 60,815 shares
    Change vs previous 13F -8,681 shares

    0.69% of the 13F portfolio, value $2,705,054.

    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 69,496 shares
    Change vs previous 13F -1,815 shares

    0.72% of the 13F portfolio, value $2,879,223.

    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 71,311 shares
    Change vs previous 13F +10,978 shares

    0.71% of the 13F portfolio, value $2,935,146.

    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 60,333 shares
    Change vs previous 13F +6,702 shares

    0.65% of the 13F portfolio, value $2,385,553.

    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 53,631 shares
    Change vs previous 13F +6,164 shares

    0.6% of the 13F portfolio, value $1,980,608.

    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 47,467 shares
    Change vs previous 13F +6,271 shares

    0.48% of the 13F portfolio, value $1,585,391.

    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 41,196 shares
    Change vs previous 13F +3,461 shares

    0.44% of the 13F portfolio, value $1,440,617.

    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 37,735 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,293,569.

    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).