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Disclosery

5T Wealth, LLC: CGGR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 5T Wealth, LLC on CGGR, newest first. How the timeline and the estimate are built.

5T Wealth, LLC held 165,300 CGGR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,300 shares
    Change vs previous 13F +7,645 shares

    2.91% of the 13F portfolio, value $7,802,209.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, 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 157,655 shares
    Change vs previous 13F -3,273 shares

    2.5% of the 13F portfolio, value $6,336,156.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, 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 160,928 shares
    Change vs previous 13F +11,060 shares

    2.86% of the 13F portfolio, value $7,154,439.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, 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 149,868 shares
    Change vs previous 13F +14,850 shares

    2.87% of the 13F portfolio, value $6,582,165.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 135,018 shares
    Change vs previous 13F -10,964 shares

    2.8% of the 13F portfolio, value $5,488,436.

    13F-HR 0001667731-25-001046 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 145,982 shares
    Change vs previous 13F -1,222 shares

    2.85% of the 13F portfolio, value $4,999,851.

    13F-HR 0001667731-25-000485 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 147,204 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $5,471,525.

    13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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