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Beacon Pointe Advisors, LLC: CGGO position timeline

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

Beacon Pointe Advisors, LLC held 651,051 CGGO shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 651,051 shares
    Change vs previous 13F -5,687 shares

    0.13% of the 13F portfolio, value $27,558,993.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 656,738 shares
    Change vs previous 13F +15,360 shares

    0.12% of the 13F portfolio, value $21,915,334.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, 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 641,378 shares
    Change vs previous 13F +2,860 shares

    0.16% of the 13F portfolio, value $22,223,761.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, 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 638,518 shares
    Change vs previous 13F +470,144 shares

    0.19% of the 13F portfolio, value $21,818,144.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, 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 168,374 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,382,922.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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