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Disclosery

RM Financial Services, LLC: CGVV position timeline

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

RM Financial Services, LLC held 229,302 CGVV 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 229,302 shares
    Change vs previous 13F +41,890 shares

    5.26% of the 13F portfolio, value $7,085,432.

    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 187,412 shares
    Change vs previous 13F +5,382 shares

    4.32% of the 13F portfolio, value $5,013,271.

    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 182,030 shares
    Change vs previous 13F not available

    4.35% of the 13F portfolio, value $4,896,607.

    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).