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Disclosery

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

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

RICHARDS, MERRILL & PETERSON, INC. held 198,353 CGSD 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 198,353 shares
    Change vs previous 13F +11,369 shares

    1.62% of the 13F portfolio, value $5,103,620.

    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 186,984 shares
    Change vs previous 13F +62,652 shares

    1.77% of the 13F portfolio, value $4,822,327.

    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 124,332 shares
    Change vs previous 13F +34,136 shares

    1.24% of the 13F portfolio, value $3,233,863.

    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 90,196 shares
    Change vs previous 13F +5,433 shares

    1.01% of the 13F portfolio, value $2,343,304.

    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 84,763 shares
    Change vs previous 13F +9,477 shares

    1.05% of the 13F portfolio, value $2,198,320.

    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 75,286 shares
    Change vs previous 13F +3,978 shares

    1.01% of the 13F portfolio, value $1,943,144.

    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 71,308 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,828,328.

    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).