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EQ WEALTH ADVISORS, LLC: CGSD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EQ WEALTH ADVISORS, LLC on CGSD, newest first. How the timeline and the estimate are built.

EQ WEALTH ADVISORS, LLC held 134,922 CGSD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,922 shares
    Change vs previous 13F -5,975 shares

    1.91% of the 13F portfolio, value $3,471,548.

    13F-HR 0001986152-26-000095 filed by EQ WEALTH ADVISORS, 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 140,897 shares
    Change vs previous 13F +151 shares

    2.12% of the 13F portfolio, value $3,633,737.

    13F-HR 0001986152-26-000052 filed by EQ WEALTH 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 ended2025-12-31
    13F 140,746 shares
    Change vs previous 13F -15,376 shares

    2.16% of the 13F portfolio, value $3,660,792.

    13F-HR 0001986152-26-000004 filed by EQ WEALTH 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 ended2025-09-30
    13F 156,122 shares
    Change vs previous 13F -3,142 shares

    2.66% of the 13F portfolio, value $4,056,060.

    13F-HR 0002047572-25-000002 filed by EQ WEALTH 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 ended2025-06-30
    13F 159,264 shares
    Change vs previous 13F +31,704 shares

    2.81% of the 13F portfolio, value $4,130,515.

    13F-HR 0001986152-25-000049 filed by EQ WEALTH 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 ended2025-03-31
    13F 127,560 shares
    Change vs previous 13F +19,780 shares

    2.62% of the 13F portfolio, value $3,292,319.

    13F-HR 0001986152-25-000029 filed by EQ WEALTH 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 ended2024-12-31
    13F 107,780 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $2,763,490.

    13F-HR 0001986152-25-000006 filed by EQ WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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