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Disclosery

Whelan Financial: CMG position timeline

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

Whelan Financial held 21,227 CMG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,227 shares
    Change vs previous 13F +1,814 shares

    0.2% of the 13F portfolio, value $721,718.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 19,413 shares
    Change vs previous 13F +1,853 shares

    0.19% of the 13F portfolio, value $621,410.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 17,560 shares
    Change vs previous 13F +2,145 shares

    0.2% of the 13F portfolio, value $649,720.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 15,415 shares
    Change vs previous 13F +4,789 shares

    0.19% of the 13F portfolio, value $604,114.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 10,626 shares
    Change vs previous 13F +3,280 shares

    0.22% of the 13F portfolio, value $596,650.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 7,346 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $368,843.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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