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Disclosery

Beacon Financial Advisory LLC: CGGR position timeline

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

Beacon Financial Advisory LLC held 129,294 CGGR 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 129,294 shares
    Change vs previous 13F +9,443 shares

    1.2% of the 13F portfolio, value $6,102,666.

    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 119,851 shares
    Change vs previous 13F -3,775 shares

    1.09% of the 13F portfolio, value $4,816,826.

    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 123,626 shares
    Change vs previous 13F +5,930 shares

    1.27% of the 13F portfolio, value $5,497,656.

    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 117,696 shares
    Change vs previous 13F +9,740 shares

    1.2% of the 13F portfolio, value $5,169,189.

    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 107,956 shares
    Change vs previous 13F +23,818 shares

    1.13% of the 13F portfolio, value $4,388,394.

    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 84,138 shares
    Change vs previous 13F +22,133 shares

    0.87% of the 13F portfolio, value $2,881,733.

    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 62,005 shares
    Change vs previous 13F +3,832 shares

    0.75% of the 13F portfolio, value $2,304,732.

    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 58,173 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $2,023,829.

    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).