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Disclosery

Forge Financial Services LLC: CGCP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forge Financial Services LLC on CGCP, newest first. How the timeline and the estimate are built.

Forge Financial Services LLC held 109,496 CGCP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,496 shares
    Change vs previous 13F -7,019 shares

    0.21% of the 13F portfolio, value $2,440,706.

    13F-HR 0002055357-26-000004 filed by Forge Financial Services 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 116,515 shares
    Change vs previous 13F -4,565 shares

    0.26% of the 13F portfolio, value $2,602,904.

    13F-HR 0002055357-26-000002 filed by Forge Financial Services 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 121,080 shares
    Change vs previous 13F -894 shares

    1.17% of the 13F portfolio, value $2,741,304.

    13F-HR 0002055357-26-000001 filed by Forge Financial Services 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 121,974 shares
    Change vs previous 13F +1,426 shares

    1.3% of the 13F portfolio, value $2,779,870.

    13F-HR 0002055357-25-000002 filed by Forge Financial Services 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 120,548 shares
    Change vs previous 13F -2,004 shares

    2.02% of the 13F portfolio, value $2,684,613.

    13F-HR 0001085146-25-004792 filed by Forge Financial Services 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 122,552 shares
    Change vs previous 13F -267 shares

    2.43% of the 13F portfolio, value $2,751,377.

    13F-HR 0001085146-25-002634 filed by Forge Financial Services 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 122,819 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $2,741,887.

    13F-HR 0001085146-25-001088 filed by Forge Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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