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LongView Wealth Management: CGDG position timeline

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

LongView Wealth Management held 120,849 CGDG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,849 shares
    Change vs previous 13F +3,894 shares

    1.16% of the 13F portfolio, value $4,533,043.

    13F-HR 0001990190-26-000003 filed by LongView Wealth Management
    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 116,955 shares
    Change vs previous 13F +2,016 shares

    1.1% of the 13F portfolio, value $4,361,249.

    13F-HR 0001990190-26-000002 filed by LongView Wealth Management
    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 114,939 shares
    Change vs previous 13F +16,448 shares

    1.02% of the 13F portfolio, value $4,210,205.

    13F-HR 0001990190-26-000001 filed by LongView Wealth Management
    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 98,491 shares
    Change vs previous 13F +27,912 shares

    0.92% of the 13F portfolio, value $3,412,701.

    13F-HR 0001990190-25-000008 filed by LongView Wealth Management
    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 70,579 shares
    Change vs previous 13F +17,487 shares

    0.72% of the 13F portfolio, value $2,373,572.

    13F-HR 0001990190-25-000004 filed by LongView Wealth Management
    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 53,092 shares
    Change vs previous 13F +11,665 shares

    0.49% of the 13F portfolio, value $1,640,543.

    13F-HR 0001990190-25-000003 filed by LongView Wealth Management
    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 41,427 shares
    Change vs previous 13F +26,483 shares

    0.37% of the 13F portfolio, value $1,227,896.

    13F-HR 0001990190-25-000001 filed by LongView Wealth Management
    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 14,944 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $459,080.

    13F-HR 0001990190-24-000005 filed by LongView Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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