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Blom & Howell Financial Planning, Inc.: CGDG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blom & Howell Financial Planning, Inc. on CGDG, newest first. How the timeline and the estimate are built.

Blom & Howell Financial Planning, Inc. held 38,956 CGDG 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 38,956 shares
    Change vs previous 13F +13,849 shares

    1.22% of the 13F portfolio, value $1,461,223.

    13F-HR 0002136102-26-000003 filed by Blom & Howell Financial Planning, Inc.
    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 25,107 shares
    Change vs previous 13F +5,746 shares

    0.88% of the 13F portfolio, value $901,348.

    13F-HR 0002136102-26-000002 filed by Blom & Howell Financial Planning, Inc.
    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 19,361 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $690,033.

    13F-HR 0002136102-26-000001 filed by Blom & Howell Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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