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Troutman Wealth Management, LLC: CGMS position timeline

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

Troutman Wealth Management, LLC held 269,059 CGMS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 269,059 shares
    Change vs previous 13F +6,951 shares

    5.66% of the 13F portfolio, value $7,353,389.

    13F-HR 0002110807-26-000003 filed by Troutman 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 262,108 shares
    Change vs previous 13F +4,586 shares

    5.95% of the 13F portfolio, value $7,137,190.

    13F-HR 0002110807-26-000002 filed by Troutman 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 257,522 shares
    Change vs previous 13F not available

    5.88% of the 13F portfolio, value $7,112,746.

    13F-HR 0002110807-26-000001 filed by Troutman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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