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
- period ended2026-06-3013F 214,639 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 205,176 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,414 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,937 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,176 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,655 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,453 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).