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Disclosery

VICUS CAPITAL: CGMS position timeline

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

VICUS CAPITAL held 561,637 CGMS 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 561,637 shares
    Change vs previous 13F +64,133 shares

    0.99% of the 13F portfolio, value $15,349,528.

    13F-HR 0001544806-26-000005 filed by VICUS CAPITAL
    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 497,504 shares
    Change vs previous 13F +148,007 shares

    1% of the 13F portfolio, value $13,547,029.

    13F-HR 0001544806-26-000004 filed by VICUS CAPITAL
    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 349,497 shares
    Change vs previous 13F +54,354 shares

    0.72% of the 13F portfolio, value $9,653,108.

    13F-HR 0001544806-26-000001 filed by VICUS CAPITAL
    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 295,143 shares
    Change vs previous 13F +35,216 shares

    0.63% of the 13F portfolio, value $8,190,228.

    13F-HR 0001544806-25-000008 filed by VICUS CAPITAL
    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 259,927 shares
    Change vs previous 13F -38,223 shares

    0.6% of the 13F portfolio, value $7,179,195.

    13F-HR 0001544806-25-000005 filed by VICUS CAPITAL
    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 298,150 shares
    Change vs previous 13F +11,065 shares

    0.76% of the 13F portfolio, value $8,139,495.

    13F-HR 0001544806-25-000004 filed by VICUS CAPITAL
    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 287,085 shares
    Change vs previous 13F +13,163 shares

    0.7% of the 13F portfolio, value $7,831,677.

    13F-HR 0001544806-25-000003 filed by VICUS CAPITAL
    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 273,922 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $7,625,983.

    13F-HR 0001544806-24-000005 filed by VICUS CAPITAL
    Filed (acceptance time not in the bulk data set), ingested

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