Skip to content
Disclosery

Platt Wealth Management LLC: CGHM position timeline

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

Platt Wealth Management LLC held 212,617 CGHM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 212,617 shares
    Change vs previous 13F +17,358 shares

    4.42% of the 13F portfolio, value $5,496,000.

    13F-HR 0002109497-26-000003 filed by Platt Wealth 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 ended2026-03-31
    13F 195,259 shares
    Change vs previous 13F +21,004 shares

    4.82% of the 13F portfolio, value $4,943,000.

    13F-HR 0002109497-26-000002 filed by Platt Wealth 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 ended2025-12-31
    13F 174,255 shares
    Change vs previous 13F not available

    4.4% of the 13F portfolio, value $4,440,000.

    13F-HR 0002109497-26-000001 filed by Platt Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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