Skip to content
Disclosery

Mascagni Wealth Management, Inc.: CGUS position timeline

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

Mascagni Wealth Management, Inc. held 7,968 CGUS 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 7,968 shares
    Change vs previous 13F +37 shares

    0.22% of the 13F portfolio, value $354,432.

    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 7,931 shares
    Change vs previous 13F +313 shares

    0.22% of the 13F portfolio, value $304,723.

    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 7,618 shares
    Change vs previous 13F +320 shares

    0.23% of the 13F portfolio, value $306,467.

    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 7,298 shares
    Change vs previous 13F -11,040 shares

    0.22% of the 13F portfolio, value $288,579.

    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 18,338 shares
    Change vs previous 13F -7,753 shares

    0.58% of the 13F portfolio, value $677,240.

    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 26,091 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $871,429.

    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 26,091 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $871,429.

    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).