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Disclosery

HB Wealth Management, LLC: CGGO position timeline

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

HB Wealth Management, LLC held 34,624 CGGO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,624 shares
    Change vs previous 13F +12,500 shares

    0.01% of the 13F portfolio, value $1,465,660.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 22,124 shares
    Change vs previous 13F -3,895 shares

    <0.01% of the 13F portfolio, value $738,298.

    13F-HR 0001172661-26-001543 filed by HB 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 ended2025-12-31
    13F 26,019 shares
    Change vs previous 13F -19 shares

    0.01% of the 13F portfolio, value $901,573.

    13F-HR 0001172661-26-000353 filed by HB 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 ended2025-09-30
    13F 26,038 shares
    Change vs previous 13F +14,445 shares

    0.01% of the 13F portfolio, value $889,747.

    13F-HR 0001172661-25-004398 filed by HB 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 ended2025-06-30
    13F 11,593 shares
    Change vs previous 13F +1,543 shares

    <0.01% of the 13F portfolio, value $370,628.

    13F-HR 0001172661-25-002644 filed by HB 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 ended2025-03-31
    13F 10,050 shares
    Change vs previous 13F +3,000 shares

    <0.01% of the 13F portfolio, value $284,740.

    13F-HR 0001172661-25-001594 filed by HB 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 ended2024-12-31
    13F 7,050 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $206,025.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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