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Disclosery

Entruity Wealth, LLC: CGDG position timeline

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

Entruity Wealth, LLC held 211,729 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 211,729 shares
    Change vs previous 13F -5,108 shares

    5.14% of the 13F portfolio, value $7,941,966.

    13F-HR 0001719303-26-000004 filed by Entruity Wealth, 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 216,837 shares
    Change vs previous 13F +17,351 shares

    5.28% of the 13F portfolio, value $7,784,451.

    13F-HR 0001719303-26-000003 filed by Entruity Wealth, 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 199,486 shares
    Change vs previous 13F +14,734 shares

    5.07% of the 13F portfolio, value $7,109,684.

    13F-HR 0001719303-26-000002 filed by Entruity Wealth, 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 184,752 shares
    Change vs previous 13F +8,835 shares

    4.97% of the 13F portfolio, value $6,401,657.

    13F-HR 0001719303-25-000005 filed by Entruity Wealth, 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 175,917 shares
    Change vs previous 13F +8,458 shares

    5.03% of the 13F portfolio, value $5,916,089.

    13F-HR 0001596468-25-000007 filed by Entruity Wealth, 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 167,459 shares
    Change vs previous 13F +83,644 shares

    4.88% of the 13F portfolio, value $5,174,483.

    13F-HR 0001719303-25-000003 filed by Entruity Wealth, 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 83,815 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $2,484,277.

    13F-HR 0001085146-25-001256 filed by Entruity Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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