StrongBox Wealth, LLC: CGMU position timeline

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

StrongBox Wealth, LLC held 133,783 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

period ended2026-06-30
13F 133,783 shares
Change vs previous 13F +21,699 shares
1.05% of the 13F portfolio, value $3,675,019.
13F-HR 0001812155-26-000002 filed by StrongBox Wealth, LLC
Filed 2026-07-23 (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).
period ended2026-03-31
13F 112,084 shares
Change vs previous 13F not available
0.97% of the 13F portfolio, value $3,043,081.
13F-HR 0001172661-26-001636 filed by StrongBox Wealth, LLC
Filed 2026-05-08 (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).