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Disclosery

Bridgewealth Advisory Group, LLC: CGSD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bridgewealth Advisory Group, LLC on CGSD, newest first. How the timeline and the estimate are built.

Bridgewealth Advisory Group, LLC held 1,132,665 CGSD 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 1,132,665 shares
    Change vs previous 13F +97,921 shares

    5.5% of the 13F portfolio, value $29,143,462.

    13F-HR 0001172661-26-002825 filed by Bridgewealth Advisory Group, 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 1,034,744 shares
    Change vs previous 13F +70,209 shares

    5.53% of the 13F portfolio, value $26,686,048.

    13F-HR 0001172661-26-001987 filed by Bridgewealth Advisory Group, 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 964,535 shares
    Change vs previous 13F +150,582 shares

    5.54% of the 13F portfolio, value $25,087,550.

    13F-HR 0001172661-26-000475 filed by Bridgewealth Advisory Group, 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 813,953 shares
    Change vs previous 13F +25,973 shares

    4.9% of the 13F portfolio, value $21,146,494.

    13F-HR 0001172661-25-004388 filed by Bridgewealth Advisory Group, 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 787,980 shares
    Change vs previous 13F +694,761 shares

    5.19% of the 13F portfolio, value $20,436,256.

    13F-HR 0001172661-25-002862 filed by Bridgewealth Advisory Group, 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 93,219 shares
    Change vs previous 13F -661,864 shares

    3.16% of the 13F portfolio, value $2,405,977.

    13F-HR 0001172661-25-001724 filed by Bridgewealth Advisory Group, 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 755,083 shares
    Change vs previous 13F +134,485 shares

    5.49% of the 13F portfolio, value $19,428,295.

    13F-HR 0001172661-25-001257 filed by Bridgewealth Advisory Group, 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 620,598 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $16,079,694.

    13F-HR 0001172661-24-004645 filed by Bridgewealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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