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Arkadios Wealth Advisors: CGGO position timeline

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

Arkadios Wealth Advisors held 79,036 CGGO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,036 shares
    Change vs previous 13F +3,808 shares

    0.05% of the 13F portfolio, value $3,345,603.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 75,228 shares
    Change vs previous 13F +1,869 shares

    0.04% of the 13F portfolio, value $2,510,363.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 73,359 shares
    Change vs previous 13F +39,046 shares

    0.05% of the 13F portfolio, value $2,541,875.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 34,313 shares
    Change vs previous 13F -1,433 shares

    0.03% of the 13F portfolio, value $1,172,476.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 35,746 shares
    Change vs previous 13F +2,685 shares

    0.03% of the 13F portfolio, value $1,142,805.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 33,061 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $936,617.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 33,061 shares
    Change vs previous 13F +294 shares

    0.05% of the 13F portfolio, value $966,041.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 32,767 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $987,939.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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