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McGlone Suttner Wealth Management, Inc.: CGMU position timeline

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

McGlone Suttner Wealth Management, Inc. held 81,614 CGMU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 81,614 shares
    Change vs previous 13F +610 shares

    0.25% of the 13F portfolio, value $2,117,068.

    13F-HR 0001964819-26-000005 filed by McGlone Suttner Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 81,004 shares
    Change vs previous 13F +2,147 shares

    0.26% of the 13F portfolio, value $2,225,188.

    13F-HR 0001964819-26-000003 filed by McGlone Suttner 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 ended2026-03-31
    13F 78,857 shares
    Change vs previous 13F +3,801 shares

    0.28% of the 13F portfolio, value $2,140,963.

    13F-HR 0001964819-26-000002 filed by McGlone Suttner 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 ended2025-12-31
    13F 75,056 shares
    Change vs previous 13F +5,832 shares

    0.28% of the 13F portfolio, value $2,055,039.

    13F-HR 0001964819-26-000001 filed by McGlone Suttner 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 ended2025-09-30
    13F 69,224 shares
    Change vs previous 13F +2,628 shares

    0.26% of the 13F portfolio, value $1,889,133.

    13F-HR 0001964819-25-000007 filed by McGlone Suttner 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 ended2025-06-30
    13F 66,596 shares
    Change vs previous 13F +4,526 shares

    0.27% of the 13F portfolio, value $1,777,448.

    13F-HR 0001964819-25-000005 filed by McGlone Suttner 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 ended2025-03-31
    13F 62,070 shares
    Change vs previous 13F -991 shares

    0.27% of the 13F portfolio, value $1,664,706.

    13F-HR 0001964819-25-000002 filed by McGlone Suttner Wealth Management, Inc.
    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 63,061 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,697,600.

    13F-HR 0001964819-25-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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