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Disclosery

Base Wealth Management LLC: CGBL position timeline

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

Base Wealth Management LLC held 321,993 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 321,993 shares
    Change vs previous 13F +6,734 shares

    5.69% of the 13F portfolio, value $12,222,858.

    13F-HR 0002083977-26-000005 filed by Base Wealth Management 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 315,259 shares
    Change vs previous 13F -25,221 shares

    6.07% of the 13F portfolio, value $10,848,065.

    13F-HR 0002083977-26-000004 filed by Base Wealth Management 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 340,480 shares
    Change vs previous 13F +16,438 shares

    6.47% of the 13F portfolio, value $12,029,159.

    13F-HR 0002083977-26-000002 filed by Base Wealth Management 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 324,042 shares
    Change vs previous 13F -44,147 shares

    6.41% of the 13F portfolio, value $11,250,749.

    13F-HR 0002083977-25-000003 filed by Base Wealth Management 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 368,189 shares
    Change vs previous 13F +5,818 shares

    7.89% of the 13F portfolio, value $12,312,241.

    13F-HR 0002083977-25-000002 filed by Base Wealth Management 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 362,371 shares
    Change vs previous 13F not available

    8.55% of the 13F portfolio, value $11,226,254.

    13F-HR 0002083977-25-000001 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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