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Disclosery

IAM Advisory, LLC: CGGR position timeline

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

IAM Advisory, LLC held 617,766 CGGR shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 617,766 shares
    Change vs previous 13F -411 shares

    5.68% of the 13F portfolio, value $29,158,552.

    13F-HR 0001951757-26-001001 filed by IAM Advisory, 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 618,177 shares
    Change vs previous 13F -11,906 shares

    5.57% of the 13F portfolio, value $24,844,545.

    13F-HR 0001951757-26-000576 filed by IAM Advisory, 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 630,083 shares
    Change vs previous 13F +282,778 shares

    6.23% of the 13F portfolio, value $28,019,786.

    13F-HR 0001951757-26-000017 filed by IAM Advisory, 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 347,305 shares
    Change vs previous 13F +1,470 shares

    3.43% of the 13F portfolio, value $15,253,638.

    13F-HR 0001951757-25-001179 filed by IAM Advisory, 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 345,835 shares
    Change vs previous 13F +282,264 shares

    3.37% of the 13F portfolio, value $14,058,195.

    13F-HR 0001951757-25-000585 filed by IAM Advisory, 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 63,571 shares
    Change vs previous 13F -544 shares

    0.57% of the 13F portfolio, value $2,177,305.

    13F-HR 0001951757-25-000329 filed by IAM Advisory, 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 64,115 shares
    Change vs previous 13F -378 shares

    0.6% of the 13F portfolio, value $2,383,152.

    13F-HR 0001951757-25-000046 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 64,493 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,243,707.

    13F-HR 0001951757-24-000971 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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