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OakTrust Wealth Advisors, LLC: CGMS position timeline

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

OakTrust Wealth Advisors, LLC held 184,511 CGMS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 184,511 shares
    Change vs previous 13F +8,194 shares

    4.35% of the 13F portfolio, value $5,042,688.

    13F-HR 0001951757-26-001116 filed by OakTrust Wealth 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 176,317 shares
    Change vs previous 13F +9,101 shares

    4.37% of the 13F portfolio, value $4,801,116.

    13F-HR 0001951757-26-000717 filed by OakTrust Wealth 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 167,216 shares
    Change vs previous 13F not available

    4.26% of the 13F portfolio, value $4,618,510.

    13F-HR 0001951757-26-000489 filed by OakTrust Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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