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Moloney Securities Asset Management, LLC: CGMM position timeline

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

Moloney Securities Asset Management, LLC held 32,015 CGMM shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 32,015 shares
    Change vs previous 13F +9,455 shares

    0.11% of the 13F portfolio, value $908,906.

    13F-HR 0001697934-25-000007 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 22,560 shares
    Change vs previous 13F +6,830 shares

    0.07% of the 13F portfolio, value $606,413.

    13F-HR 0001697934-25-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 15,730 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $375,790.

    13F-HR 0001697934-25-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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