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RICHARDS, MERRILL & PETERSON, INC.: CGCB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RICHARDS, MERRILL & PETERSON, INC. on CGCB, newest first. How the timeline and the estimate are built.

RICHARDS, MERRILL & PETERSON, INC. held 107,277 CGCB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,277 shares
    Change vs previous 13F +16,514 shares

    0.89% of the 13F portfolio, value $2,808,502.

    13F-HR 0001398344-26-012209 filed by RICHARDS, MERRILL & PETERSON, 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 90,763 shares
    Change vs previous 13F +4,860 shares

    0.87% of the 13F portfolio, value $2,383,434.

    13F-HR 0001398344-26-006641 filed by RICHARDS, MERRILL & PETERSON, 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 85,903 shares
    Change vs previous 13F +11,982 shares

    0.87% of the 13F portfolio, value $2,278,139.

    13F-HR 0001398344-26-001367 filed by RICHARDS, MERRILL & PETERSON, 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 73,921 shares
    Change vs previous 13F +7,201 shares

    0.85% of the 13F portfolio, value $1,964,812.

    13F-HR 0001398344-25-019212 filed by RICHARDS, MERRILL & PETERSON, 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 66,720 shares
    Change vs previous 13F +16,645 shares

    0.83% of the 13F portfolio, value $1,754,736.

    13F-HR 0001398344-25-014237 filed by RICHARDS, MERRILL & PETERSON, 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 50,075 shares
    Change vs previous 13F +5,300 shares

    0.68% of the 13F portfolio, value $1,315,971.

    13F-HR 0001398344-25-008901 filed by RICHARDS, MERRILL & PETERSON, 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 44,775 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,154,747.

    13F-HR 0001398344-25-002691 filed by RICHARDS, MERRILL & PETERSON, INC.
    Filed (acceptance time not in the bulk data set), ingested

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