Skip to content
Disclosery

PUREfi Wealth, LLC: CGSM position timeline

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

PUREfi Wealth, LLC held 68,308 CGSM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,308 shares
    Change vs previous 13F +148 shares

    0.99% of the 13F portfolio, value $1,802,301.

    13F-HR 0002001520-26-000003 filed by PUREfi Wealth, 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 68,160 shares
    Change vs previous 13F -29,952 shares

    1.17% of the 13F portfolio, value $1,791,235.

    13F-HR 0002001520-26-000002 filed by PUREfi Wealth, 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 98,112 shares
    Change vs previous 13F +206 shares

    1.98% of the 13F portfolio, value $2,584,276.

    13F-HR 0002001520-26-000001 filed by PUREfi Wealth, LLC
    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 97,906 shares
    Change vs previous 13F -333,583 shares

    1.99% of the 13F portfolio, value $2,580,813.

    13F-HR 0002001520-25-000005 filed by PUREfi Wealth, LLC
    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 431,489 shares
    Change vs previous 13F -28,533 shares

    9% of the 13F portfolio, value $11,253,236.

    13F-HR 0002001520-25-000003 filed by PUREfi Wealth, LLC
    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 460,022 shares
    Change vs previous 13F -9,912 shares

    11.97% of the 13F portfolio, value $11,965,178.

    13F-HR 0002001520-25-000002 filed by PUREfi Wealth, LLC
    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 469,934 shares
    Change vs previous 13F not available

    11.94% of the 13F portfolio, value $12,204,176.

    13F-HR 0002001520-25-000001 filed by PUREfi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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