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BlueChip Wealth Advisors LLC: CGCV position timeline

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

BlueChip Wealth Advisors LLC held 96,166 CGCV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,166 shares
    Change vs previous 13F +17,211 shares

    1.2% of the 13F portfolio, value $3,156,169.

    13F-HR 0002015578-26-000008 filed by BlueChip Wealth 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 78,955 shares
    Change vs previous 13F +59,701 shares

    1.03% of the 13F portfolio, value $2,353,649.

    13F-HR 0002015578-26-000004 filed by BlueChip Wealth 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 19,254 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $587,055.

    13F-HR 0002015578-26-000002 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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