M Holdings Securities, Inc.: CGGR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M Holdings Securities, Inc. on CGGR, newest first. How the timeline and the estimate are built.
M Holdings Securities, Inc. held 27,437 CGGR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 27,437 sharesChange vs previous 13F +153 shares
0.17% of the 13F portfolio, value $1,269,000.
13F-HR 0001569638-26-000003 filed by M Holdings Securities, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 27,284 sharesChange vs previous 13F +4,284 shares
0.08% of the 13F portfolio, value $1,164,000.
13F-HR 0001569638-26-000002 filed by M Holdings Securities, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,000 sharesChange vs previous 13F +7,906 shares
0.07% of the 13F portfolio, value $1,023,000.
13F-HR 0001569638-26-000001 filed by M Holdings Securities, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,094 sharesChange vs previous 13F -2,419 shares
0.14% of the 13F portfolio, value $663,000.
13F-HR 0001569638-25-000007 filed by M Holdings Securities, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,513 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $709,000.
13F-HR 0001569638-25-000006 filed by M Holdings Securities, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).