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MISSION WEALTH MANAGEMENT, LP: CGGR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on CGGR, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 405,900 CGGR shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 405,900 shares
    Change vs previous 13F +1,533 shares

    0.24% of the 13F portfolio, value $19,158,482.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 404,367 shares
    Change vs previous 13F -8,444 shares

    0.34% of the 13F portfolio, value $16,251,503.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 412,811 shares
    Change vs previous 13F +5,148 shares

    0.37% of the 13F portfolio, value $18,357,728.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 407,663 shares
    Change vs previous 13F -5,221 shares

    0.37% of the 13F portfolio, value $17,904,561.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 412,884 shares
    Change vs previous 13F -249 shares

    0.37% of the 13F portfolio, value $16,783,737.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 413,133 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $14,149,807.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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