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Fiduciary Alliance LLC: CGGR position timeline

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

Fiduciary Alliance LLC held 37,691 CGGR 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 37,691 shares
    Change vs previous 13F +312 shares

    0.13% of the 13F portfolio, value $1,787,681.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,379 shares
    Change vs previous 13F -543 shares

    0.12% of the 13F portfolio, value $1,764,311.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 37,922 shares
    Change vs previous 13F -613 shares

    0.1% of the 13F portfolio, value $1,674,624.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 38,535 shares
    Change vs previous 13F -600 shares

    0.11% of the 13F portfolio, value $1,713,673.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 39,135 shares
    Change vs previous 13F -297 shares

    0.12% of the 13F portfolio, value $1,718,814.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 39,432 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,602,915.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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