Skip to content
Disclosery

RM Financial Services, LLC: CGCV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RM Financial Services, LLC on CGCV, newest first. How the timeline and the estimate are built.

RM Financial Services, LLC held 283,285 CGCV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 283,285 shares
    Change vs previous 13F +2,327 shares

    6.91% of the 13F portfolio, value $9,297,405.

    13F-HR 0001172661-26-003032 filed by RM Financial Services, 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 280,958 shares
    Change vs previous 13F -977 shares

    7.22% of the 13F portfolio, value $8,375,358.

    13F-HR 0001172661-26-001913 filed by RM Financial Services, 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 281,935 shares
    Change vs previous 13F not available

    7.63% of the 13F portfolio, value $8,596,198.

    13F-HR 0001172661-26-000621 filed by RM Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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