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Disclosery

Forge Financial Services LLC: CGUS position timeline

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

Forge Financial Services LLC held 432,535 CGUS 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 432,535 shares
    Change vs previous 13F -2,992 shares

    1.66% of the 13F portfolio, value $19,238,572.

    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 435,527 shares
    Change vs previous 13F -3,807 shares

    1.69% of the 13F portfolio, value $16,733,195.

    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 439,334 shares
    Change vs previous 13F +13,067 shares

    7.56% of the 13F portfolio, value $17,674,728.

    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 426,267 shares
    Change vs previous 13F +36,511 shares

    7.96% of the 13F portfolio, value $16,990,719.

    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 389,756 shares
    Change vs previous 13F +27,445 shares

    10.95% of the 13F portfolio, value $14,588,551.

    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 362,311 shares
    Change vs previous 13F +19,837 shares

    10.69% of the 13F portfolio, value $12,101,238.

    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 342,474 shares
    Change vs previous 13F not available

    10.47% of the 13F portfolio, value $12,456,624.

    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).