Position in CMG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$214,370
-$2,200,556 QoQ
Shares Held
6,305
-89.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#871
of 1,187 holders
Holding Since
Jun 2024
7 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $14,263,458 across 5 Restaurants names. CMG ranks #5 (1.5% of the industry book) .
All Filings in CMG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,370 | 6,305 | Shares | Sole | 2026-07-30 | |
| 2025-09-30 | $2,414,926 | 61,621 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,225,873 | 57,451 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,688,042 | 53,536 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,205,548 | 53,160 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,935,105 | 50,939 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,097,478 | 49,441 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||