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Main Line Retirement Advisors, LLC: CGMM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Main Line Retirement Advisors, LLC on CGMM, newest first. How the timeline and the estimate are built.

Main Line Retirement Advisors, LLC held 528,417 CGMM 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 528,417 shares
    Change vs previous 13F +17,382 shares

    7.18% of the 13F portfolio, value $16,359,785.

    13F-HR 0001809416-26-000005 filed by Main Line Retirement Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 511,035 shares
    Change vs previous 13F -12,909 shares

    7.73% of the 13F portfolio, value $16,848,831.

    13F-HR 0001809416-26-000004 filed by Main Line Retirement Advisors, 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 523,944 shares
    Change vs previous 13F +2,440 shares

    7.68% of the 13F portfolio, value $15,382,992.

    13F-HR 0001809416-26-000003 filed by Main Line Retirement Advisors, 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/A 521,504 shares
    Change vs previous 13F +4,109 shares

    7.61% of the 13F portfolio, value $15,040,173.

    13F-HR/A 0001809416-26-000002 filed by Main Line Retirement Advisors, 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 517,395 shares
    Change vs previous 13F +28,488 shares

    7.54% of the 13F portfolio, value $14,688,848.

    13F-HR 0001809416-25-000009 filed by Main Line Retirement Advisors, 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 488,907 shares
    Change vs previous 13F +477,357 shares

    7.48% of the 13F portfolio, value $13,141,820.

    13F-HR 0001809416-25-000008 filed by Main Line Retirement Advisors, 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 11,550 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $275,930.

    13F-HR 0001809416-25-000007 filed by Main Line Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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