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Disclosery

Souders Financial Advisors: CGMS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Souders Financial Advisors on CGMS, newest first. How the timeline and the estimate are built.

Souders Financial Advisors held 442,298 CGMS 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 442,298 shares
    Change vs previous 13F +28,672 shares

    1.22% of the 13F portfolio, value $12,087,999.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 413,626 shares
    Change vs previous 13F +32,881 shares

    1.29% of the 13F portfolio, value $11,263,032.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 380,745 shares
    Change vs previous 13F +16,561 shares

    1.2% of the 13F portfolio, value $10,516,177.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 364,184 shares
    Change vs previous 13F +31,628 shares

    1.2% of the 13F portfolio, value $10,106,095.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 332,556 shares
    Change vs previous 13F +21,157 shares

    1.17% of the 13F portfolio, value $9,185,197.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 311,399 shares
    Change vs previous 13F +32,094 shares

    1.19% of the 13F portfolio, value $8,501,198.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 279,305 shares
    Change vs previous 13F +33,183 shares

    1.06% of the 13F portfolio, value $7,619,442.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 246,122 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $6,852,048.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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