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Disclosery

Forge Financial Services LLC: CGGR position timeline

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

Forge Financial Services LLC held 5,516,760 CGGR 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 5,516,760 shares
    Change vs previous 13F +122,112 shares

    22.43% of the 13F portfolio, value $260,390,956.

    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 5,394,648 shares
    Change vs previous 13F +5,229,947 shares

    21.96% of the 13F portfolio, value $216,810,894.

    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 164,701 shares
    Change vs previous 13F +20,833 shares

    3.13% of the 13F portfolio, value $7,324,288.

    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 143,868 shares
    Change vs previous 13F +7,613 shares

    2.98% of the 13F portfolio, value $6,364,699.

    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 136,255 shares
    Change vs previous 13F +8,516 shares

    4.18% of the 13F portfolio, value $5,567,358.

    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 127,739 shares
    Change vs previous 13F +224 shares

    3.86% of the 13F portfolio, value $4,375,033.

    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 127,515 shares
    Change vs previous 13F not available

    4.25% of the 13F portfolio, value $5,055,276.

    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).