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Main Line Retirement Advisors, LLC: CGMS position timeline

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

Main Line Retirement Advisors, LLC held 323,673 CGMS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 323,673 shares
    Change vs previous 13F +6,695 shares

    4.06% of the 13F portfolio, value $8,845,977.

    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).

  2. period ended2026-03-31
    13F 316,978 shares
    Change vs previous 13F +376 shares

    4.31% of the 13F portfolio, value $8,631,312.

    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).

  3. period ended2025-12-31
    13F/A 316,602 shares
    Change vs previous 13F -33,493 shares

    4.43% of the 13F portfolio, value $8,744,536.

    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).

  4. period ended2025-09-30
    13F 350,095 shares
    Change vs previous 13F +37,692 shares

    4.99% of the 13F portfolio, value $9,715,141.

    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).

  5. period ended2025-06-30
    13F 312,403 shares
    Change vs previous 13F +13,507 shares

    4.91% of the 13F portfolio, value $8,628,574.

    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).

  6. period ended2025-03-31
    13F 298,896 shares
    Change vs previous 13F +17,941 shares

    5.3% of the 13F portfolio, value $8,159,870.

    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).

  7. period ended2024-12-31
    13F 280,955 shares
    Change vs previous 13F not available

    5.05% of the 13F portfolio, value $7,664,458.

    13F-HR 0001809416-25-000002 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).