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Disclosery

Wise Wealth Partners: CGMM position timeline

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

Wise Wealth Partners held 60,388 CGMM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,388 shares
    Change vs previous 13F +699 shares

    3.38% of the 13F portfolio, value $1,990,994.

    13F-HR 0002056711-26-000003 filed by Wise Wealth Partners
    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 59,689 shares
    Change vs previous 13F +2,295 shares

    2.37% of the 13F portfolio, value $1,752,471.

    13F-HR 0002056711-26-000002 filed by Wise Wealth Partners
    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 57,394 shares
    Change vs previous 13F +5,533 shares

    2.38% of the 13F portfolio, value $1,655,245.

    13F-HR 0002056711-26-000001 filed by Wise Wealth Partners
    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 51,861 shares
    Change vs previous 13F -8,044 shares

    2.25% of the 13F portfolio, value $1,472,322.

    13F-HR 0002056711-25-000005 filed by Wise Wealth Partners
    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 59,905 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $1,610,246.

    13F-HR 0002056711-25-000003 filed by Wise Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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