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Disclosery

M Wealth Management, LLC: CGMU position timeline

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

M Wealth Management, LLC held 19,755 CGMU shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,755 shares
    Change vs previous 13F -4 shares

    0.4% of the 13F portfolio, value $512,443.

    13F-HR 0001172661-26-004517 filed by M Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 19,759 shares
    Change vs previous 13F +5,257 shares

    0.43% of the 13F portfolio, value $542,780.

    13F-HR 0001172661-26-002811 filed by M Wealth Management, 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 14,502 shares
    Change vs previous 13F -86 shares

    0.33% of the 13F portfolio, value $393,730.

    13F-HR 0001172661-26-002210 filed by M Wealth Management, 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 14,588 shares
    Change vs previous 13F +5,479 shares

    0.35% of the 13F portfolio, value $399,420.

    13F-HR 0001172661-26-000383 filed by M Wealth Management, 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 9,109 shares
    Change vs previous 13F -1,335 shares

    0.22% of the 13F portfolio, value $248,585.

    13F-HR 0001172661-25-004346 filed by M Wealth Management, 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 10,444 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $278,751.

    13F-HR 0001172661-25-003023 filed by M Wealth Management, 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 10,444 shares
    Change vs previous 13F -7,899 shares

    0.26% of the 13F portfolio, value $280,109.

    13F-HR 0001172661-25-001922 filed by M Wealth Management, 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 18,343 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $493,794.

    13F-HR 0001172661-25-000326 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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