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Disclosery

Forge Financial Services LLC: CGGO position timeline

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

Forge Financial Services LLC held 5,752,864 CGGO 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 5,752,864 shares
    Change vs previous 13F -74,525 shares

    20.97% of the 13F portfolio, value $243,518,482.

    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 5,827,389 shares
    Change vs previous 13F +4,982,281 shares

    19.7% of the 13F portfolio, value $194,459,751.

    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 845,108 shares
    Change vs previous 13F +22,012 shares

    12.52% of the 13F portfolio, value $29,282,830.

    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 823,096 shares
    Change vs previous 13F +48,927 shares

    13.37% of the 13F portfolio, value $28,528,629.

    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 774,169 shares
    Change vs previous 13F +35,753 shares

    18.6% of the 13F portfolio, value $24,773,506.

    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 738,416 shares
    Change vs previous 13F +16,647 shares

    18.47% of the 13F portfolio, value $20,919,540.

    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 721,769 shares
    Change vs previous 13F not available

    18.55% of the 13F portfolio, value $22,074,519.

    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).