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Disclosery

Allworth Financial LP: CGDG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on CGDG, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 59,620 CGDG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,620 shares
    Change vs previous 13F +15,304 shares

    0.01% of the 13F portfolio, value $2,236,352.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 44,316 shares
    Change vs previous 13F +14,777 shares

    0.01% of the 13F portfolio, value $1,590,945.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 29,539 shares
    Change vs previous 13F +11,380 shares

    <0.01% of the 13F portfolio, value $1,052,770.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 18,159 shares
    Change vs previous 13F +12,305 shares

    <0.01% of the 13F portfolio, value $629,210.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 5,854 shares
    Change vs previous 13F +4,374 shares

    <0.01% of the 13F portfolio, value $196,871.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 1,480 shares
    Change vs previous 13F +854 shares

    <0.01% of the 13F portfolio, value $45,703.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 626 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $19,043.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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