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Disclosery

LPL Financial LLC: CGDG position timeline

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

LPL Financial LLC held 12,877,932 CGDG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,877,932 shares
    Change vs previous 13F +1,488,564 shares

    0.11% of the 13F portfolio, value $483,051,225.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 11,389,368 shares
    Change vs previous 13F +1,738,255 shares

    0.11% of the 13F portfolio, value $408,878,285.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 9,651,113 shares
    Change vs previous 13F +1,929,512 shares

    0.09% of the 13F portfolio, value $343,965,661.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 7,721,601 shares
    Change vs previous 13F +2,155,966 shares

    0.08% of the 13F portfolio, value $267,553,474.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 5,565,635 shares
    Change vs previous 13F +2,828,599 shares

    0.06% of the 13F portfolio, value $187,172,314.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 2,737,036 shares
    Change vs previous 13F +1,315,981 shares

    0.03% of the 13F portfolio, value $84,574,397.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 1,421,055 shares
    Change vs previous 13F +366,332 shares

    0.02% of the 13F portfolio, value $42,120,058.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 1,054,723 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $32,401,083.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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