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Disclosery

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

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

RICHARDS, MERRILL & PETERSON, INC. held 24,770 CGMM 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 24,770 shares
    Change vs previous 13F +3,480 shares

    0.26% of the 13F portfolio, value $816,667.

    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 21,290 shares
    Change vs previous 13F +7,850 shares

    0.23% of the 13F portfolio, value $625,074.

    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 13,440 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $387,610.

    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).