Wealthspire Advisors, LLC: CMG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthspire Advisors, LLC on CMG, newest first. How the timeline and the estimate are built.
Wealthspire Advisors, LLC held 156,582 CMG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 156,582 sharesChange vs previous 13F +4,882 shares
0.03% of the 13F portfolio, value $5,323,771.
13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 151,700 sharesChange vs previous 13F +138,647 shares
0.04% of the 13F portfolio, value $4,855,917.
13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,053 sharesChange vs previous 13F +3,607 shares
<0.01% of the 13F portfolio, value $482,953.
13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,446 sharesChange vs previous 13F -3,018 shares
<0.01% of the 13F portfolio, value $370,189.
13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,464 sharesChange vs previous 13F +609 shares
<0.01% of the 13F portfolio, value $699,873.
13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,855 sharesChange vs previous 13F -54 shares
<0.01% of the 13F portfolio, value $595,256.
13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,909 sharesChange vs previous 13F +1,786 shares
0.01% of the 13F portfolio, value $718,113.
13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,123 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $583,288.
13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).