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Mascagni Wealth Management, Inc.: CGMS position timeline

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

Mascagni Wealth Management, Inc. held 109,009 CGMS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,009 shares
    Change vs previous 13F +6,489 shares

    1.85% of the 13F portfolio, value $2,979,221.

    13F-HR 0002063074-26-000003 filed by Mascagni Wealth Management, Inc.
    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 102,520 shares
    Change vs previous 13F +23,219 shares

    1.99% of the 13F portfolio, value $2,791,624.

    13F-HR 0002063074-26-000002 filed by Mascagni Wealth Management, Inc.
    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 79,301 shares
    Change vs previous 13F +778 shares

    1.63% of the 13F portfolio, value $2,190,285.

    13F-HR 0002063074-26-000001 filed by Mascagni Wealth Management, Inc.
    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 78,523 shares
    Change vs previous 13F +4,361 shares

    1.68% of the 13F portfolio, value $2,179,011.

    13F-HR 0002063074-25-000007 filed by Mascagni Wealth Management, Inc.
    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 74,162 shares
    Change vs previous 13F +9,134 shares

    1.74% of the 13F portfolio, value $2,048,357.

    13F-HR 0002063074-25-000006 filed by Mascagni Wealth Management, Inc.
    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/A 65,028 shares
    Change vs previous 13F 0 shares

    1.77% of the 13F portfolio, value $1,775,269.

    13F-HR/A 0002063074-25-000004 filed by Mascagni Wealth Management, Inc.
    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/A 65,028 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $1,775,269.

    13F-HR/A 0002063074-25-000003 filed by Mascagni Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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