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Transamerica Financial Advisors, LLC: CGSM position timeline

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

Transamerica Financial Advisors, LLC held 74,295 CGSM 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 74,295 shares
    Change vs previous 13F -13,036 shares

    0.17% of the 13F portfolio, value $1,960,275.

    13F-HR 0001502149-26-000010 filed by Transamerica Financial Advisors, 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 87,331 shares
    Change vs previous 13F +47,055 shares

    0.2% of the 13F portfolio, value $2,295,069.

    13F-HR 0001502149-26-000006 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 40,276 shares
    Change vs previous 13F +4,924 shares

    0.09% of the 13F portfolio, value $1,060,861.

    13F-HR 0001502149-26-000003 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 35,352 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $931,853.

    13F-HR 0001502149-25-000029 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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