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Mutual Advisors, LLC: CGMU position timeline

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

Mutual Advisors, LLC held 189,778 CGMU 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 189,778 shares
    Change vs previous 13F +1,716 shares

    0.1% of the 13F portfolio, value $5,213,196.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 188,062 shares
    Change vs previous 13F +14,215 shares

    0.11% of the 13F portfolio, value $5,105,893.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 173,847 shares
    Change vs previous 13F +10,039 shares

    0.1% of the 13F portfolio, value $4,759,922.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 163,808 shares
    Change vs previous 13F +25,530 shares

    0.1% of the 13F portfolio, value $4,504,724.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 138,278 shares
    Change vs previous 13F +1,472 shares

    0.09% of the 13F portfolio, value $3,685,119.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 136,806 shares
    Change vs previous 13F +6,452 shares

    0.1% of the 13F portfolio, value $3,629,460.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 130,354 shares
    Change vs previous 13F +2,026 shares

    0.1% of the 13F portfolio, value $3,498,700.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 128,328 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,475,110.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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