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Disclosery

LPL Financial LLC: CGSD position timeline

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

LPL Financial LLC held 7,550,294 CGSD 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 7,550,294 shares
    Change vs previous 13F +668,447 shares

    0.04% of the 13F portfolio, value $194,269,059.

    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 6,881,847 shares
    Change vs previous 13F +646,141 shares

    0.05% of the 13F portfolio, value $177,482,807.

    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 6,235,706 shares
    Change vs previous 13F +1,145,248 shares

    0.04% of the 13F portfolio, value $162,190,704.

    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 5,090,458 shares
    Change vs previous 13F +1,134,782 shares

    0.04% of the 13F portfolio, value $132,250,079.

    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 3,955,676 shares
    Change vs previous 13F +1,132,246 shares

    0.03% of the 13F portfolio, value $102,590,432.

    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 2,823,430 shares
    Change vs previous 13F +665,185 shares

    0.03% of the 13F portfolio, value $72,872,730.

    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 2,158,245 shares
    Change vs previous 13F +807,350 shares

    0.02% of the 13F portfolio, value $55,337,393.

    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 1,350,895 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $35,001,682.

    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).