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Disclosery

Bridgewealth Advisory Group, LLC: CGUS position timeline

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

Bridgewealth Advisory Group, LLC held 356,375 CGUS 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 356,375 shares
    Change vs previous 13F +219 shares

    2.99% of the 13F portfolio, value $15,851,570.

    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 356,156 shares
    Change vs previous 13F +26,240 shares

    2.84% of the 13F portfolio, value $13,683,542.

    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 329,916 shares
    Change vs previous 13F +35,260 shares

    2.93% of the 13F portfolio, value $13,272,510.

    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 294,656 shares
    Change vs previous 13F +27,487 shares

    2.7% of the 13F portfolio, value $11,650,693.

    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 267,169 shares
    Change vs previous 13F +81,638 shares

    2.5% of the 13F portfolio, value $9,866,538.

    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 185,531 shares
    Change vs previous 13F -70,067 shares

    8.15% of the 13F portfolio, value $6,196,720.

    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 255,598 shares
    Change vs previous 13F +28,257 shares

    2.63% of the 13F portfolio, value $9,306,306.

    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 227,341 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $7,793,249.

    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).