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Melone Private Wealth, LLC: CGMU position timeline

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

Melone Private Wealth, LLC held 83,852 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,852 shares
    Change vs previous 13F +3,239 shares

    0.88% of the 13F portfolio, value $2,303,414.

    13F-HR 0001951757-26-000977 filed by Melone Private Wealth, 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 80,613 shares
    Change vs previous 13F +47,966 shares

    0.89% of the 13F portfolio, value $2,188,640.

    13F-HR 0001951757-26-000538 filed by Melone Private Wealth, 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 32,647 shares
    Change vs previous 13F +16,448 shares

    0.38% of the 13F portfolio, value $893,876.

    13F-HR 0001951757-26-000016 filed by Melone Private Wealth, 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 16,199 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $442,068.

    13F-HR 0001951757-25-001170 filed by Melone Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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