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BlueChip Wealth Advisors LLC: CGDG position timeline

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

BlueChip Wealth Advisors LLC held 143,983 CGDG 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 143,983 shares
    Change vs previous 13F +957 shares

    2.05% of the 13F portfolio, value $5,400,801.

    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 143,026 shares
    Change vs previous 13F -16,042 shares

    2.25% of the 13F portfolio, value $5,134,623.

    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 159,068 shares
    Change vs previous 13F +15,394 shares

    2.38% of the 13F portfolio, value $5,669,173.

    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).

  4. period ended2025-09-30
    13F 143,674 shares
    Change vs previous 13F +11,650 shares

    2.13% of the 13F portfolio, value $4,978,305.

    13F-HR 0002015578-25-000005 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).

  5. period ended2025-06-30
    13F 132,024 shares
    Change vs previous 13F +11,097 shares

    1.98% of the 13F portfolio, value $4,439,976.

    13F-HR 0001085146-25-004332 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).

  6. period ended2025-03-31
    13F 120,927 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $3,736,659.

    13F-HR 0001085146-25-002624 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).