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Disclosery

Platt Wealth Management LLC: CGMU position timeline

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

Platt Wealth Management LLC held 117,391 CGMU 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 117,391 shares
    Change vs previous 13F +4,920 shares

    2.59% of the 13F portfolio, value $3,224,000.

    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 112,471 shares
    Change vs previous 13F -6,000 shares

    2.98% of the 13F portfolio, value $3,053,000.

    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 118,471 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $3,243,000.

    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).