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LANDAAS & CO /WI /ADV: CGSD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LANDAAS & CO /WI /ADV on CGSD, newest first. How the timeline and the estimate are built.

LANDAAS & CO /WI /ADV held 571,548 CGSD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 571,548 shares
    Change vs previous 13F -10,268 shares

    2.68% of the 13F portfolio, value $14,705,924.

    13F-HR 0000913990-26-000011 filed by LANDAAS & CO /WI /ADV
    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 581,816 shares
    Change vs previous 13F +39,940 shares

    3.29% of the 13F portfolio, value $15,005,031.

    13F-HR 0000913990-26-000010 filed by LANDAAS & CO /WI /ADV
    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 541,876 shares
    Change vs previous 13F +293,652 shares

    3.1% of the 13F portfolio, value $14,094,195.

    13F-HR 0000913990-26-000006 filed by LANDAAS & CO /WI /ADV
    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 248,224 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $6,449,000.

    13F-HR 0001104659-25-106012 filed by LANDAAS & CO /WI /ADV
    Filed (acceptance time not in the bulk data set), ingested

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