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Thrive Wealth Management, LLC: CGMU position timeline

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

Thrive Wealth Management, LLC held 129,138 CGMU 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 129,138 shares
    Change vs previous 13F +5,429 shares

    0.46% of the 13F portfolio, value $3,547,429.

    13F-HR 0001847610-26-000005 filed by Thrive Wealth Management, 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 123,709 shares
    Change vs previous 13F +29,128 shares

    0.5% of the 13F portfolio, value $3,358,694.

    13F-HR 0001847610-26-000003 filed by Thrive Wealth Management, 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 94,581 shares
    Change vs previous 13F +7,007 shares

    0.38% of the 13F portfolio, value $2,589,641.

    13F-HR 0001847610-26-000001 filed by Thrive Wealth Management, 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 87,574 shares
    Change vs previous 13F +21,238 shares

    0.36% of the 13F portfolio, value $2,389,888.

    13F-HR 0001085146-25-005816 filed by Thrive Wealth Management, 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 66,336 shares
    Change vs previous 13F +28,482 shares

    0.29% of the 13F portfolio, value $1,770,503.

    13F-HR 0001085146-25-003624 filed by Thrive Wealth Management, 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 37,854 shares
    Change vs previous 13F +1,304 shares

    0.19% of the 13F portfolio, value $1,015,252.

    13F-HR 0001085146-25-002014 filed by Thrive Wealth Management, 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 36,550 shares
    Change vs previous 13F -10,763 shares

    0.18% of the 13F portfolio, value $983,936.

    13F-HR 0001085146-25-000262 filed by Thrive Wealth Management, LLC
    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 47,313 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,299,213.

    13F-HR 0001085146-24-004646 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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