Skip to content
Disclosery

Wealth Group, Ltd.: CMI position timeline

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

Wealth Group, Ltd. held 12,287 CMI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,287 shares
    Change vs previous 13F +8,878 shares

    2.19% of the 13F portfolio, value $8,763,000.

    13F-HR 0002013988-26-000003 filed by Wealth Group, Ltd.
    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 3,409 shares
    Change vs previous 13F 0 shares

    1.71% of the 13F portfolio, value $1,834,000.

    13F-HR 0002013988-26-000002 filed by Wealth Group, Ltd.
    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 3,409 shares
    Change vs previous 13F -149 shares

    1.7% of the 13F portfolio, value $1,740,000.

    13F-HR 0002013988-26-000001 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 3,558 shares
    Change vs previous 13F +20 shares

    1.16% of the 13F portfolio, value $1,165,000.

    13F-HR 0002013988-25-000006 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 3,538 shares
    Change vs previous 13F +64 shares

    0.72% of the 13F portfolio, value $1,109,000.

    13F-HR 0002013988-25-000002 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,474 shares
    Change vs previous 13F +88 shares

    0.78% of the 13F portfolio, value $1,211,000.

    13F-HR 0002013988-25-000001 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F/A 3,386 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,096,000.

    13F-HR/A 0001665518-24-000007 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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