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Disclosery

KWB Wealth: CGGR position timeline

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

KWB Wealth held 177,582 CGGR 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 177,582 shares
    Change vs previous 13F -23,512 shares

    0.72% of the 13F portfolio, value $8,381,870.

    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 201,094 shares
    Change vs previous 13F -1,833 shares

    0.88% of the 13F portfolio, value $8,942,640.

    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 202,927 shares
    Change vs previous 13F +48,487 shares

    0.85% of the 13F portfolio, value $9,024,165.

    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 154,440 shares
    Change vs previous 13F +36,406 shares

    0.69% of the 13F portfolio, value $6,277,991.

    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 118,034 shares
    Change vs previous 13F +36,473 shares

    0.49% of the 13F portfolio, value $4,042,669.

    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 81,561 shares
    Change vs previous 13F +55,417 shares

    0.37% of the 13F portfolio, value $3,031,618.

    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 26,144 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $909,550.

    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).