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Disclosery

NavPoint Financial, Inc.: CGMU position timeline

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

NavPoint Financial, Inc. held 102,825 CGMU 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 102,825 shares
    Change vs previous 13F +6,956 shares

    1.05% of the 13F portfolio, value $2,824,612.

    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 95,869 shares
    Change vs previous 13F -10,530 shares

    1.05% of the 13F portfolio, value $2,602,854.

    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 106,399 shares
    Change vs previous 13F +8,313 shares

    1.25% of the 13F portfolio, value $2,913,200.

    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 98,086 shares
    Change vs previous 13F +6,268 shares

    1.4% of the 13F portfolio, value $2,676,780.

    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 91,818 shares
    Change vs previous 13F +8,157 shares

    1.48% of the 13F portfolio, value $2,450,629.

    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 83,661 shares
    Change vs previous 13F +16,903 shares

    1.58% of the 13F portfolio, value $2,243,791.

    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).

  7. period ended2024-12-31
    13F 66,758 shares
    Change vs previous 13F +204 shares

    1.42% of the 13F portfolio, value $1,797,114.

    13F-HR 0001667731-25-000117 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).

  8. period ended2024-09-30
    13F 66,554 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $1,827,562.

    13F-HR 0002009813-24-000004 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).