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Main Line Retirement Advisors, LLC: CGMU position timeline

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

Main Line Retirement Advisors, LLC held 104,166 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 104,166 shares
    Change vs previous 13F -351 shares

    1.19% of the 13F portfolio, value $2,702,076.

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

  2. period ended2026-06-30
    13F 104,517 shares
    Change vs previous 13F +4,144 shares

    1.32% of the 13F portfolio, value $2,871,089.

    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 100,373 shares
    Change vs previous 13F +27,791 shares

    1.36% of the 13F portfolio, value $2,725,138.

    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 72,582 shares
    Change vs previous 13F -9,640 shares

    1.01% of the 13F portfolio, value $1,987,288.

    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 82,222 shares
    Change vs previous 13F -536 shares

    1.15% of the 13F portfolio, value $2,243,830.

    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 82,758 shares
    Change vs previous 13F +7,950 shares

    1.26% of the 13F portfolio, value $2,208,824.

    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 74,808 shares
    Change vs previous 13F +1,053 shares

    1.3% of the 13F portfolio, value $2,006,354.

    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).

  8. period ended2024-12-31
    13F 73,755 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $1,985,485.

    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).