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Beacon Financial Advisory LLC: CGGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Financial Advisory LLC on CGGO, newest first. How the timeline and the estimate are built.

Beacon Financial Advisory LLC held 75,395 CGGO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,395 shares
    Change vs previous 13F +13,445 shares

    0.63% of the 13F portfolio, value $3,191,479.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory 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 61,950 shares
    Change vs previous 13F +911 shares

    0.47% of the 13F portfolio, value $2,067,278.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory 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 61,039 shares
    Change vs previous 13F +6,484 shares

    0.49% of the 13F portfolio, value $2,115,008.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory 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 54,555 shares
    Change vs previous 13F +2,357 shares

    0.43% of the 13F portfolio, value $1,864,140.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory 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 52,198 shares
    Change vs previous 13F +7,307 shares

    0.43% of the 13F portfolio, value $1,668,774.

    13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory 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 44,891 shares
    Change vs previous 13F +14,474 shares

    0.39% of the 13F portfolio, value $1,271,765.

    13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory LLC
    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 30,417 shares
    Change vs previous 13F +3,853 shares

    0.29% of the 13F portfolio, value $888,787.

    13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory LLC
    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 26,564 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $800,894.

    13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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