BARNES PETTEY FINANCIAL ADVISORS, LLC: CGGR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BARNES PETTEY FINANCIAL ADVISORS, LLC on CGGR, newest first. How the timeline and the estimate are built.
BARNES PETTEY FINANCIAL ADVISORS, LLC held 852,025 CGGR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 852,025 sharesChange vs previous 13F +27,090 shares
12.6% of the 13F portfolio, value $40,215,491.
13F-HR 0001765380-26-000230 filed by BARNES PETTEY FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 824,935 sharesChange vs previous 13F +16,355 shares
14.45% of the 13F portfolio, value $33,154,070.
13F-HR 0001765380-26-000124 filed by BARNES PETTEY FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 808,580 sharesChange vs previous 13F +21,742 shares
17.78% of the 13F portfolio, value $35,957,487.
13F-HR 0001765380-26-000058 filed by BARNES PETTEY FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 786,838 sharesChange vs previous 13F +30,007 shares
18.94% of the 13F portfolio, value $34,557,889.
13F-HR 0001765380-25-000470 filed by BARNES PETTEY FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 756,831 sharesChange vs previous 13F +28,650 shares
20.56% of the 13F portfolio, value $30,765,168.
13F-HR 0001765380-25-000344 filed by BARNES PETTEY FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 728,181 sharesChange vs previous 13F -5,697 shares
19.41% of the 13F portfolio, value $24,940,189.
13F-HR 0001908288-25-000002 filed by BARNES PETTEY FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 733,878 sharesChange vs previous 13F +6,900 shares
20.83% of the 13F portfolio, value $27,278,231.
13F-HR 0001908288-25-000001 filed by BARNES PETTEY FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 726,978 sharesChange vs previous 13F not available
20.17% of the 13F portfolio, value $25,291,563.
13F-HR 0001908288-24-000005 filed by BARNES PETTEY FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).