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Investments & Financial Planning, LLC: CGGR position timeline

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

Investments & Financial Planning, LLC held 261,680 CGGR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 261,680 shares
    Change vs previous 13F +5,896 shares

    5.85% of the 13F portfolio, value $12,351,290.

    13F-HR 0001909307-26-000007 filed by Investments & Financial Planning, 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 255,784 shares
    Change vs previous 13F +5,428 shares

    5.6% of the 13F portfolio, value $10,279,970.

    13F-HR 0001909307-26-000005 filed by Investments & Financial Planning, 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 250,356 shares
    Change vs previous 13F -15,154 shares

    5.97% of the 13F portfolio, value $11,133,326.

    13F-HR 0001909307-26-000002 filed by Investments & Financial Planning, 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 265,510 shares
    Change vs previous 13F +2,376 shares

    6.3% of the 13F portfolio, value $11,661,184.

    13F-HR 0001909307-25-000013 filed by Investments & Financial Planning, 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 263,134 shares
    Change vs previous 13F +14,317 shares

    6.16% of the 13F portfolio, value $10,696,383.

    13F-HR 0001909307-25-000010 filed by Investments & Financial Planning, 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 248,817 shares
    Change vs previous 13F +8,104 shares

    5.53% of the 13F portfolio, value $8,521,976.

    13F-HR 0001909307-25-000005 filed by Investments & Financial Planning, 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 240,713 shares
    Change vs previous 13F +8,570 shares

    5.51% of the 13F portfolio, value $8,947,295.

    13F-HR 0001909307-25-000002 filed by Investments & Financial Planning, 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 232,143 shares
    Change vs previous 13F not available

    5.11% of the 13F portfolio, value $8,076,270.

    13F-HR 0001909307-24-000010 filed by Investments & Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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