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Arkadios Wealth Advisors: CGGR position timeline

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

Arkadios Wealth Advisors held 78,790 CGGR 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 78,790 shares
    Change vs previous 13F +12,286 shares

    0.06% of the 13F portfolio, value $3,718,893.

    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 66,504 shares
    Change vs previous 13F +34,607 shares

    0.04% of the 13F portfolio, value $2,672,800.

    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 31,897 shares
    Change vs previous 13F +8,308 shares

    0.03% of the 13F portfolio, value $1,418,420.

    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 23,589 shares
    Change vs previous 13F -1,102 shares

    0.03% of the 13F portfolio, value $1,036,051.

    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 24,691 shares
    Change vs previous 13F +2,792 shares

    0.03% of the 13F portfolio, value $1,003,681.

    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 21,899 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $750,058.

    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 21,899 shares
    Change vs previous 13F +13 shares

    0.04% of the 13F portfolio, value $814,004.

    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 21,886 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $761,398.

    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).