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Hartmann Taylor Wealth Management, LLC: CGGR position timeline

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

Hartmann Taylor Wealth Management, LLC held 469,722 CGGR shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 469,722 shares
    Change vs previous 13F +59,769 shares

    12.5% of the 13F portfolio, value $22,278,918.

    13F-HR 0002058267-26-000005 filed by Hartmann Taylor Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 409,953 shares
    Change vs previous 13F -1,256 shares

    10.91% of the 13F portfolio, value $16,476,002.

    13F-HR 0002058267-26-000003 filed by Hartmann Taylor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 411,209 shares
    Change vs previous 13F +11,333 shares

    10.93% of the 13F portfolio, value $16,526,481.

    13F-HR 0002058267-26-000002 filed by Hartmann Taylor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 399,876 shares
    Change vs previous 13F +21,076 shares

    12.01% of the 13F portfolio, value $17,782,476.

    13F-HR 0002058267-26-000001 filed by Hartmann Taylor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 378,800 shares
    Change vs previous 13F +54,348 shares

    11.95% of the 13F portfolio, value $16,636,896.

    13F-HR 0002058267-25-000007 filed by Hartmann Taylor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 324,452 shares
    Change vs previous 13F +42,830 shares

    10.98% of the 13F portfolio, value $13,188,974.

    13F-HR 0002035533-25-000004 filed by Hartmann Taylor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 281,622 shares
    Change vs previous 13F not available

    8.65% of the 13F portfolio, value $9,645,549.

    13F-HR 0002058267-25-000003 filed by Hartmann Taylor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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