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National Wealth Management Group, LLC: CGDG position timeline

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

National Wealth Management Group, LLC held 86,138 CGDG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,138 shares
    Change vs previous 13F -21,949 shares

    1% of the 13F portfolio, value $3,231,020.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, 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 108,087 shares
    Change vs previous 13F +8,659 shares

    1.45% of the 13F portfolio, value $3,880,333.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, 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 99,428 shares
    Change vs previous 13F +91,599 shares

    1.23% of the 13F portfolio, value $3,543,624.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, 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 7,829 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $271,275.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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