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Disclosery

Financial Perspectives, Inc: CGGR position timeline

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

Financial Perspectives, Inc held 56,715 CGGR 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 56,715 shares
    Change vs previous 13F +2,382 shares

    0.65% of the 13F portfolio, value $2,676,944.

    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 54,333 shares
    Change vs previous 13F +2,376 shares

    0.61% of the 13F portfolio, value $2,183,640.

    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 51,957 shares
    Change vs previous 13F +1,684 shares

    0.62% of the 13F portfolio, value $2,310,524.

    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 50,273 shares
    Change vs previous 13F +1,309 shares

    0.61% of the 13F portfolio, value $2,208,006.

    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 48,964 shares
    Change vs previous 13F +656 shares

    0.6% of the 13F portfolio, value $1,990,401.

    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 48,308 shares
    Change vs previous 13F +406 shares

    0.57% of the 13F portfolio, value $1,654,561.

    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 47,902 shares
    Change vs previous 13F +86 shares

    0.6% of the 13F portfolio, value $1,780,530.

    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 47,816 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,663,526.

    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).