Skip to content

McCarthy Asset Management, Inc.: CGGR position timeline

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

McCarthy Asset Management, Inc. held 214,639 CGGR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 214,639 shares
    Change vs previous 13F +9,463 shares

    4.8% of the 13F portfolio, value $10,130,976.

    13F-HR 0001951757-26-001203 filed by McCarthy Asset 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 ended2025-12-31
    13F 205,176 shares
    Change vs previous 13F +179,762 shares

    4.76% of the 13F portfolio, value $9,124,160.

    13F-HR 0001843169-26-000001 filed by McCarthy Asset 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 ended2025-09-30
    13F 25,414 shares
    Change vs previous 13F +7,477 shares

    0.72% of the 13F portfolio, value $1,116,199.

    13F-HR 0001843169-25-000003 filed by McCarthy Asset 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 ended2025-06-30
    13F 17,937 shares
    Change vs previous 13F -1,239 shares

    0.5% of the 13F portfolio, value $729,154.

    13F-HR 0001095449-25-000055 filed by McCarthy Asset 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 ended2025-03-31
    13F 19,176 shares
    Change vs previous 13F +521 shares

    0.48% of the 13F portfolio, value $656,791.

    13F-HR 0001095449-25-000036 filed by McCarthy Asset 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 ended2024-12-31
    13F 18,655 shares
    Change vs previous 13F +3,202 shares

    0.49% of the 13F portfolio, value $693,421.

    13F-HR 0001095449-25-000010 filed by McCarthy Asset 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 ended2024-09-30
    13F 15,453 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $537,606.

    13F-HR 0001095449-24-000088 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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