Skip to content
Disclosery

Financial Perspectives, Inc: CGGO position timeline

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

Financial Perspectives, Inc held 90,788 CGGO 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 90,788 shares
    Change vs previous 13F +12,216 shares

    0.94% of the 13F portfolio, value $3,843,039.

    13F-HR 0002003287-26-000003 filed by Financial Perspectives, Inc
    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 78,572 shares
    Change vs previous 13F +10,005 shares

    0.73% of the 13F portfolio, value $2,621,934.

    13F-HR 0002003287-26-000002 filed by Financial Perspectives, Inc
    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 68,567 shares
    Change vs previous 13F +9,099 shares

    0.64% of the 13F portfolio, value $2,375,833.

    13F-HR 0002003287-26-000001 filed by Financial Perspectives, Inc
    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 59,468 shares
    Change vs previous 13F +2,970 shares

    0.56% of the 13F portfolio, value $2,032,036.

    13F-HR 0002003287-25-000006 filed by Financial Perspectives, Inc
    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 56,498 shares
    Change vs previous 13F +5,134 shares

    0.55% of the 13F portfolio, value $1,806,238.

    13F-HR 0002003287-25-000004 filed by Financial Perspectives, Inc
    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 51,364 shares
    Change vs previous 13F +8,206 shares

    0.5% of the 13F portfolio, value $1,455,151.

    13F-HR 0002003287-25-000003 filed by Financial Perspectives, Inc
    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 43,158 shares
    Change vs previous 13F +3,709 shares

    0.42% of the 13F portfolio, value $1,261,085.

    13F-HR 0002003287-25-000001 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 39,449 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,189,381.

    13F-HR 0002003287-24-000021 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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