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StoneCrest Wealth Management, Inc.: CGMM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of StoneCrest Wealth Management, Inc. on CGMM, newest first. How the timeline and the estimate are built.

StoneCrest Wealth Management, Inc. held 139,716 CGMM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,716 shares
    Change vs previous 13F +24 shares

    1.47% of the 13F portfolio, value $4,606,437.

    13F-HR 0001951757-26-000973 filed by StoneCrest Wealth Management, Inc.
    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 139,692 shares
    Change vs previous 13F +2,540 shares

    1.73% of the 13F portfolio, value $4,101,357.

    13F-HR 0001951757-26-000528 filed by StoneCrest Wealth Management, Inc.
    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 137,152 shares
    Change vs previous 13F +13,779 shares

    1.6% of the 13F portfolio, value $3,955,464.

    13F-HR 0001951757-26-000215 filed by StoneCrest Wealth Management, Inc.
    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 123,373 shares
    Change vs previous 13F +4,438 shares

    1.53% of the 13F portfolio, value $3,502,559.

    13F-HR 0001951757-25-001189 filed by StoneCrest Wealth Management, Inc.
    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 118,935 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $3,196,973.

    13F-HR 0001951757-25-000846 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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