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Disclosery

CGC Financial Services, LLC: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CGC Financial Services, LLC on VOO, newest first. How the timeline and the estimate are built.

CGC Financial Services, LLC held 143 VOO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 143 shares
    Change vs previous 13F -22 shares

    0.02% of the 13F portfolio, value $100,223.

    13F-HR 0001992785-26-000006 filed by CGC Financial Services, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 165 shares
    Change vs previous 13F +6 shares

    0.03% of the 13F portfolio, value $113,324.

    13F-HR 0001992785-26-000004 filed by CGC Financial Services, 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 159 shares
    Change vs previous 13F -1,054 shares

    0.03% of the 13F portfolio, value $95,010.

    13F-HR 0001992785-26-000003 filed by CGC Financial Services, 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 1,213 shares
    Change vs previous 13F +1,032 shares

    0.2% of the 13F portfolio, value $760,709.

    13F-HR 0001992785-26-000001 filed by CGC Financial Services, 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 181 shares
    Change vs previous 13F -53 shares

    0.03% of the 13F portfolio, value $110,841.

    13F-HR 0001992785-25-000007 filed by CGC Financial Services, 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 234 shares
    Change vs previous 13F +94 shares

    0.04% of the 13F portfolio, value $132,919.

    13F-HR 0001992785-25-000004 filed by CGC Financial Services, 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 140 shares
    Change vs previous 13F -17 shares

    0.03% of the 13F portfolio, value $71,947.

    13F-HR 0001992785-25-000003 filed by CGC Financial Services, 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 157 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $84,593.

    13F-HR 0001992785-25-000001 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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