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Disclosery

WNY Asset Management, LLC: CGMU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WNY Asset Management, LLC on CGMU, newest first. How the timeline and the estimate are built.

WNY Asset Management, LLC held 108,335 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,335 shares
    Change vs previous 13F +1,697 shares

    0.27% of the 13F portfolio, value $2,975,973.

    13F-HR 0002085853-26-001032 filed by WNY Asset Management, LLC
    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 106,638 shares
    Change vs previous 13F -156,268 shares

    0.3% of the 13F portfolio, value $2,895,213.

    13F-HR 0002085853-26-000609 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 262,906 shares
    Change vs previous 13F +11,595 shares

    0.69% of the 13F portfolio, value $7,174,700.

    13F-HR 0002085853-25-000279 filed by WNY Asset Management, LLC
    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 251,311 shares
    Change vs previous 13F +39,713 shares

    0.74% of the 13F portfolio, value $6,707,487.

    13F-HR 0001667731-25-001043 filed by WNY Asset Management, LLC
    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 211,598 shares
    Change vs previous 13F +16,986 shares

    0.67% of the 13F portfolio, value $5,675,063.

    13F-HR 0001667731-25-000592 filed by WNY Asset Management, LLC
    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 194,612 shares
    Change vs previous 13F +32,128 shares

    0.65% of the 13F portfolio, value $5,238,965.

    13F-HR 0001667731-25-000314 filed by WNY Asset Management, LLC
    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 162,484 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $4,461,806.

    13F-HR 0001803296-24-000004 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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