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Disclosery

NavPoint Financial, Inc.: CGMM position timeline

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

NavPoint Financial, Inc. held 127,106 CGMM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,106 shares
    Change vs previous 13F +24,492 shares

    1.55% of the 13F portfolio, value $4,190,684.

    13F-HR 0002085853-26-000833 filed by NavPoint Financial, Inc.
    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 102,614 shares
    Change vs previous 13F +27,088 shares

    1.22% of the 13F portfolio, value $3,012,746.

    13F-HR 0002085853-26-000497 filed by NavPoint Financial, Inc.
    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 75,526 shares
    Change vs previous 13F +15,071 shares

    0.93% of the 13F portfolio, value $2,178,169.

    13F-HR 0002085853-26-000056 filed by NavPoint Financial, Inc.
    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 60,455 shares
    Change vs previous 13F +9,472 shares

    0.9% of the 13F portfolio, value $1,716,322.

    13F-HR 0002085853-25-000039 filed by NavPoint Financial, Inc.
    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 50,983 shares
    Change vs previous 13F +33,723 shares

    0.83% of the 13F portfolio, value $1,370,423.

    13F-HR 0001667731-25-000937 filed by NavPoint Financial, Inc.
    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 17,260 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $412,341.

    13F-HR 0001667731-25-000423 filed by NavPoint Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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