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Disclosery

LPL Financial LLC: CGW position timeline

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

LPL Financial LLC held 137,966 CGW 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 137,966 shares
    Change vs previous 13F +207 shares

    <0.01% of the 13F portfolio, value $9,068,493.

    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 137,759 shares
    Change vs previous 13F +871 shares

    <0.01% of the 13F portfolio, value $8,808,309.

    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 136,888 shares
    Change vs previous 13F +5,218 shares

    <0.01% of the 13F portfolio, value $8,625,449.

    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 131,670 shares
    Change vs previous 13F +1,840 shares

    <0.01% of the 13F portfolio, value $8,458,506.

    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 129,830 shares
    Change vs previous 13F +35,501 shares

    <0.01% of the 13F portfolio, value $8,114,375.

    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 94,329 shares
    Change vs previous 13F +4,949 shares

    <0.01% of the 13F portfolio, value $5,253,198.

    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 89,380 shares
    Change vs previous 13F -414 shares

    <0.01% of the 13F portfolio, value $4,844,420.

    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 89,794 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,495,396.

    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).