Skip to content
Disclosery

Merited Wealth, LLC: CGBL position timeline

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

Merited Wealth, LLC held 31,528 CGBL 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 31,528 shares
    Change vs previous 13F -21,175 shares

    0.8% of the 13F portfolio, value $1,158,637.

    13F-HR 0001214659-26-012783 filed by Merited Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 52,703 shares
    Change vs previous 13F -102,625 shares

    1.41% of the 13F portfolio, value $2,000,588.

    13F-HR 0001214659-26-010438 filed by Merited 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 ended2026-03-31
    13F 155,328 shares
    Change vs previous 13F +4,574 shares

    4.43% of the 13F portfolio, value $5,344,820.

    13F-HR 0001214659-26-005067 filed by Merited 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 ended2025-12-31
    13F 150,754 shares
    Change vs previous 13F not available

    4.94% of the 13F portfolio, value $5,326,128.

    13F-HR 0001214659-26-003829 filed by Merited Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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