Wealth Group Ltd: CGUS position timeline

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

Wealth Group Ltd held 83,154 CGUS shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

period ended2026-09-30
13F 83,154 shares
Change vs previous 13F +71,811 shares
0.69% of the 13F portfolio, value $3,736,938.
13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
Accepted 2026-10-07 14:32:23 UTC, ingested 2026-10-07 14:33:29 UTC
period ended2026-06-30
13F 11,343 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $504,525.
13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
Filed 2026-07-10 (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).