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Strata Wealth Advisors, LLC: CGHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strata Wealth Advisors, LLC on CGHM, newest first. How the timeline and the estimate are built.

Strata Wealth Advisors, LLC held 392,344 CGHM 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 392,344 shares
    Change vs previous 13F +4,551 shares

    2.47% of the 13F portfolio, value $10,142,101.

    13F-HR 0001946237-26-000006 filed by Strata Wealth Advisors, 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 387,793 shares
    Change vs previous 13F +110,727 shares

    2.69% of the 13F portfolio, value $9,818,928.

    13F-HR 0001946237-26-000003 filed by Strata Wealth Advisors, 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 277,066 shares
    Change vs previous 13F +2,564 shares

    1.96% of the 13F portfolio, value $7,059,650.

    13F-HR 0001946237-26-000002 filed by Strata Wealth Advisors, 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 274,502 shares
    Change vs previous 13F -1,832 shares

    1.83% of the 13F portfolio, value $6,942,164.

    13F-HR 0001946237-25-000008 filed by Strata Wealth Advisors, 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 276,334 shares
    Change vs previous 13F +257,825 shares

    1.88% of the 13F portfolio, value $6,807,497.

    13F-HR 0001946237-25-000007 filed by Strata Wealth Advisors, 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 18,509 shares
    Change vs previous 13F +9,502 shares

    0.14% of the 13F portfolio, value $463,866.

    13F-HR 0001946237-25-000005 filed by Strata Wealth Advisors, 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 9,007 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $227,685.

    13F-HR 0001946237-25-000001 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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