Thrive Wealth Management, LLC: CGHM position timeline

Thrive Wealth Management, LLC held 54,624 CGHM shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 54,624 shares

   Change vs previous 13F +9,553 shares

   0.18% of the 13F portfolio, value $1,412,026.

   13F-HR 0001847610-26-000005 filed by Thrive Wealth Management, LLC
   Filed 2026-07-07 (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 45,071 shares

   Change vs previous 13F +7,779 shares

   0.17% of the 13F portfolio, value $1,141,208.

   13F-HR 0001847610-26-000003 filed by Thrive Wealth Management, LLC
   Filed 2026-04-09 (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 37,292 shares

   Change vs previous 13F +3,469 shares

   0.14% of the 13F portfolio, value $950,194.

   13F-HR 0001847610-26-000001 filed by Thrive Wealth Management, LLC
   Filed 2026-01-12 (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 33,823 shares

   Change vs previous 13F +19,797 shares

   0.13% of the 13F portfolio, value $855,395.

   13F-HR 0001085146-25-005816 filed by Thrive Wealth Management, LLC
   Filed 2025-10-07 (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 14,026 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $345,531.

   13F-HR 0001085146-25-003624 filed by Thrive Wealth Management, LLC
   Filed 2025-07-09 (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).