Position in CMG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,114,146
+$511,878 QoQ
Shares Held
32,769
+74.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#507
of 1,187 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Invera Wealth Advisors, LLC holds $2,141,929 across 2 Restaurants names. CMG ranks #1 (52.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMG |
Chipotle Mexican Grill Inc
This page
|
32,769 | $1,114,146 | |
| 2 | DRI |
Darden Restaurants Inc
|
4,989 | $1,027,783 |
All Filings in CMG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,114,146 | 32,769 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $602,268 | 18,815 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $650,682 | 17,586 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $858,574 | 21,908 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $932,763 | 16,612 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $845,536 | 16,840 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||