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Disclosery

Smartleaf Asset Management LLC: CGMS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smartleaf Asset Management LLC on CGMS, newest first. How the timeline and the estimate are built.

Smartleaf Asset Management LLC held 455,538 CGMS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 455,538 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $12,477,195.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset Management 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 455,538 shares
    Change vs previous 13F +23,955 shares

    0.44% of the 13F portfolio, value $12,308,646.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset Management 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 431,583 shares
    Change vs previous 13F -12,007 shares

    0.45% of the 13F portfolio, value $11,937,597.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset Management LLC
    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 443,590 shares
    Change vs previous 13F +19,467 shares

    0.76% of the 13F portfolio, value $12,314,069.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset Management LLC
    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 424,123 shares
    Change vs previous 13F +30,962 shares

    1.03% of the 13F portfolio, value $11,663,393.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset Management LLC
    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 393,161 shares
    Change vs previous 13F +207,798 shares

    1.04% of the 13F portfolio, value $10,733,295.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset Management LLC
    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 185,363 shares
    Change vs previous 13F +33,513 shares

    0.52% of the 13F portfolio, value $5,062,263.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 151,850 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $4,227,504.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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