Skip to content
Disclosery

Entruity Wealth, LLC: CGGR position timeline

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

Entruity Wealth, LLC held 63,164 CGGR 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 63,164 shares
    Change vs previous 13F -44,616 shares

    1.93% of the 13F portfolio, value $2,981,340.

    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 107,780 shares
    Change vs previous 13F +1,350 shares

    2.94% of the 13F portfolio, value $4,331,658.

    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 106,430 shares
    Change vs previous 13F +600 shares

    3.37% of the 13F portfolio, value $4,732,942.

    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 105,830 shares
    Change vs previous 13F +5,306 shares

    3.61% of the 13F portfolio, value $4,648,054.

    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 100,524 shares
    Change vs previous 13F +9,851 shares

    3.47% of the 13F portfolio, value $4,086,301.

    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 90,673 shares
    Change vs previous 13F -3,636 shares

    2.93% of the 13F portfolio, value $3,105,550.

    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 94,309 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $3,505,477.

    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).