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Mascagni Wealth Management, Inc.: CGBL position timeline

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

Mascagni Wealth Management, Inc. held 79,910 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,910 shares
    Change vs previous 13F +1,006 shares

    1.88% of the 13F portfolio, value $3,033,378.

    13F-HR 0002063074-26-000003 filed by Mascagni Wealth Management, Inc.
    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 78,904 shares
    Change vs previous 13F +5,869 shares

    1.93% of the 13F portfolio, value $2,715,100.

    13F-HR 0002063074-26-000002 filed by Mascagni Wealth Management, Inc.
    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 73,035 shares
    Change vs previous 13F +3,624 shares

    1.92% of the 13F portfolio, value $2,580,326.

    13F-HR 0002063074-26-000001 filed by Mascagni Wealth Management, Inc.
    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 69,411 shares
    Change vs previous 13F +2,331 shares

    1.86% of the 13F portfolio, value $2,409,950.

    13F-HR 0002063074-25-000007 filed by Mascagni Wealth Management, Inc.
    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 67,080 shares
    Change vs previous 13F -9,892 shares

    1.91% of the 13F portfolio, value $2,243,150.

    13F-HR 0002063074-25-000006 filed by Mascagni Wealth Management, Inc.
    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/A 76,972 shares
    Change vs previous 13F 0 shares

    2.37% of the 13F portfolio, value $2,384,606.

    13F-HR/A 0002063074-25-000004 filed by Mascagni Wealth Management, Inc.
    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/A 76,972 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $2,384,606.

    13F-HR/A 0002063074-25-000003 filed by Mascagni Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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