Souders Financial Advisors: CGMM position timeline

Souders Financial Advisors held 305,649 CGMM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 305,649 shares

   Change vs previous 13F +18,044 shares

   1.01% of the 13F portfolio, value $10,077,264.

   13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 287,605 shares

   Change vs previous 13F +46,884 shares

   0.96% of the 13F portfolio, value $8,444,073.

   13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 240,721 shares

   Change vs previous 13F +9,881 shares

   0.8% of the 13F portfolio, value $6,942,384.

   13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 230,840 shares

   Change vs previous 13F +221,116 shares

   0.78% of the 13F portfolio, value $6,553,548.

   13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 9,724 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $261,381.

   13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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