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Disclosery

Merited Wealth, LLC: CGMM position timeline

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

Merited Wealth, LLC held 15,153 CGMM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,153 shares
    Change vs previous 13F -35,217 shares

    0.35% of the 13F portfolio, value $499,582.

    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).

  2. period ended2026-03-31
    13F 50,370 shares
    Change vs previous 13F -911 shares

    1.23% of the 13F portfolio, value $1,478,852.

    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).

  3. period ended2025-12-31
    13F 51,281 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $1,478,929.

    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).