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CAPTRUST FINANCIAL ADVISORS: CGDG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on CGDG, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 248,434 CGDG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 248,434 shares
    Change vs previous 13F +16,352 shares

    0.01% of the 13F portfolio, value $9,318,749.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 232,082 shares
    Change vs previous 13F +10,147 shares

    0.01% of the 13F portfolio, value $8,330,759.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 221,935 shares
    Change vs previous 13F +15,064 shares

    0.02% of the 13F portfolio, value $7,909,755.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 206,871 shares
    Change vs previous 13F +24,778 shares

    0.01% of the 13F portfolio, value $7,168,080.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 182,093 shares
    Change vs previous 13F +15,887 shares

    0.01% of the 13F portfolio, value $6,123,771.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 166,206 shares
    Change vs previous 13F +23,402 shares

    0.01% of the 13F portfolio, value $5,135,776.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 142,804 shares
    Change vs previous 13F +23,047 shares

    0.01% of the 13F portfolio, value $4,232,721.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 119,757 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,678,923.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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