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Disclosery

Bernardo Wealth Planning LLC: CGCP position timeline

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

Bernardo Wealth Planning LLC held 1,240,288 CGCP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,240,288 shares
    Change vs previous 13F +45,673 shares

    4.72% of the 13F portfolio, value $27,646,022.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning 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 1,194,615 shares
    Change vs previous 13F +35,792 shares

    5.22% of the 13F portfolio, value $26,687,708.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning 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 1,158,823 shares
    Change vs previous 13F +33,508 shares

    5% of the 13F portfolio, value $26,235,750.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning 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 1,125,315 shares
    Change vs previous 13F +66,854 shares

    5.01% of the 13F portfolio, value $25,567,156.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning 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 1,058,461 shares
    Change vs previous 13F -104,732 shares

    5.17% of the 13F portfolio, value $23,815,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning 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/A 1,163,193 shares
    Change vs previous 13F +23,224 shares

    6.25% of the 13F portfolio, value $26,114,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning 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 1,139,969 shares
    Change vs previous 13F +88,945 shares

    6% of the 13F portfolio, value $25,079,311.

    13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning 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 1,051,024 shares
    Change vs previous 13F not available

    5.81% of the 13F portfolio, value $23,963,000.

    13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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