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Disclosery

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

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

RICHARDS, MERRILL & PETERSON, INC. held 59,622 CGMS 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 59,622 shares
    Change vs previous 13F -153 shares

    0.52% of the 13F portfolio, value $1,629,464.

    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 59,775 shares
    Change vs previous 13F -1,552 shares

    0.6% of the 13F portfolio, value $1,627,675.

    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 61,327 shares
    Change vs previous 13F +15,607 shares

    0.65% of the 13F portfolio, value $1,693,848.

    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 45,720 shares
    Change vs previous 13F -1,084 shares

    0.55% of the 13F portfolio, value $1,268,741.

    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 46,804 shares
    Change vs previous 13F +14,260 shares

    0.61% of the 13F portfolio, value $1,292,713.

    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 32,544 shares
    Change vs previous 13F +5,409 shares

    0.46% of the 13F portfolio, value $888,459.

    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 27,135 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $740,243.

    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).