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Mayflower Financial Advisors, LLC: CGDG position timeline

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

Mayflower Financial Advisors, LLC held 94,017 CGDG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,017 shares
    Change vs previous 13F +664 shares

    0.3% of the 13F portfolio, value $3,526,566.

    13F-HR 0001951757-26-000942 filed by Mayflower Financial Advisors, 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 93,353 shares
    Change vs previous 13F +2,334 shares

    0.41% of the 13F portfolio, value $3,351,362.

    13F-HR 0001951757-26-000724 filed by Mayflower Financial Advisors, 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 91,019 shares
    Change vs previous 13F +8,955 shares

    0.39% of the 13F portfolio, value $3,243,900.

    13F-HR 0001951757-26-000054 filed by Mayflower Financial Advisors, 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 82,064 shares
    Change vs previous 13F +25,580 shares

    0.36% of the 13F portfolio, value $2,843,533.

    13F-HR 0001951757-25-001150 filed by Mayflower Financial Advisors, 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 56,484 shares
    Change vs previous 13F +668 shares

    0.26% of the 13F portfolio, value $1,899,556.

    13F-HR 0001951757-25-001017 filed by Mayflower Financial Advisors, 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 55,816 shares
    Change vs previous 13F +2,814 shares

    0.26% of the 13F portfolio, value $1,724,704.

    13F-HR 0001951757-25-000501 filed by Mayflower Financial Advisors, 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 53,002 shares
    Change vs previous 13F +9,526 shares

    0.23% of the 13F portfolio, value $1,570,983.

    13F-HR 0001951757-25-000102 filed by Mayflower Financial Advisors, 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 43,476 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,335,587.

    13F-HR 0001951757-24-001160 filed by Mayflower Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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