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Disclosery

Entruity Wealth, LLC: CGGO position timeline

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

Entruity Wealth, LLC held 130,547 CGGO 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 130,547 shares
    Change vs previous 13F -13,358 shares

    3.58% of the 13F portfolio, value $5,526,058.

    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 143,905 shares
    Change vs previous 13F -2,294 shares

    3.26% of the 13F portfolio, value $4,802,094.

    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 146,199 shares
    Change vs previous 13F +850 shares

    3.61% of the 13F portfolio, value $5,065,795.

    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 145,349 shares
    Change vs previous 13F +5,797 shares

    3.86% of the 13F portfolio, value $4,966,575.

    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 139,552 shares
    Change vs previous 13F +7,956 shares

    3.79% of the 13F portfolio, value $4,461,477.

    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 131,596 shares
    Change vs previous 13F -48,471 shares

    3.51% of the 13F portfolio, value $3,728,115.

    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 180,067 shares
    Change vs previous 13F not available

    5.22% of the 13F portfolio, value $5,261,570.

    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).