Skip to content
Disclosery

CapWealth Advisors, LLC: CGGR position timeline

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

CapWealth Advisors, LLC held 53,392 CGGR shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 53,392 shares
    Change vs previous 13F -1,917 shares

    0.19% of the 13F portfolio, value $2,532,366.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 55,309 shares
    Change vs previous 13F -3,754 shares

    0.18% of the 13F portfolio, value $2,610,570.

    13F-HR 0001531809-26-000005 filed by CapWealth 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 ended2026-03-31
    13F 59,063 shares
    Change vs previous 13F -1,255 shares

    0.18% of the 13F portfolio, value $2,373,729.

    13F-HR 0001531809-26-000004 filed by CapWealth 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 ended2025-12-31
    13F/A 60,318 shares
    Change vs previous 13F -1,577 shares

    0.18% of the 13F portfolio, value $2,682,327.

    13F-HR/A 0001531809-26-000003 filed by CapWealth 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 ended2025-09-30
    13F/A 61,895 shares
    Change vs previous 13F -1,735 shares

    0.19% of the 13F portfolio, value $2,718,438.

    13F-HR/A 0001531809-26-000002 filed by CapWealth 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 ended2025-06-30
    13F 63,630 shares
    Change vs previous 13F -1,751 shares

    0.26% of the 13F portfolio, value $2,586,569.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 65,381 shares
    Change vs previous 13F -1,830 shares

    0.24% of the 13F portfolio, value $2,239,307.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 67,211 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,498,241.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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