Position in CAKE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$795
+$248 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#320
of 342 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAKE Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026RMG Wealth Management LLC holds $623,649 across 6 Restaurants names. CAKE ranks #5 (0.1% of the industry book) .
All Filings in CAKE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795 | 10 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $547 | 10 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $504 | 10 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $546 | 10 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $626 | 10 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||