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Disclosery

KWB Wealth: CGGO position timeline

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

KWB Wealth held 488,425 CGGO shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 488,425 shares
    Change vs previous 13F +111,537 shares

    1.77% of the 13F portfolio, value $20,675,031.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 376,888 shares
    Change vs previous 13F -2,317 shares

    1.29% of the 13F portfolio, value $13,059,167.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 379,205 shares
    Change vs previous 13F +130,058 shares

    1.24% of the 13F portfolio, value $13,139,459.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 249,147 shares
    Change vs previous 13F +73,137 shares

    0.88% of the 13F portfolio, value $7,965,224.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 176,010 shares
    Change vs previous 13F +54,470 shares

    0.61% of the 13F portfolio, value $4,986,355.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 121,540 shares
    Change vs previous 13F +89,058 shares

    0.43% of the 13F portfolio, value $3,551,392.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 32,482 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $979,332.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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