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National Wealth Management Group, LLC: CGGR position timeline

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

National Wealth Management Group, LLC held 81,664 CGGR 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 81,664 shares
    Change vs previous 13F +3,164 shares

    1.19% of the 13F portfolio, value $3,854,523.

    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 78,500 shares
    Change vs previous 13F +20,242 shares

    1.17% of the 13F portfolio, value $3,154,909.

    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 58,258 shares
    Change vs previous 13F +16,330 shares

    0.9% of the 13F portfolio, value $2,590,726.

    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 41,928 shares
    Change vs previous 13F +13,051 shares

    0.69% of the 13F portfolio, value $1,841,499.

    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).

  5. period ended2025-06-30
    13F 28,877 shares
    Change vs previous 13F +7,066 shares

    0.66% of the 13F portfolio, value $1,173,870.

    13F-HR 0001977723-25-000004 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).

  6. period ended2025-03-31
    13F 21,811 shares
    Change vs previous 13F +2,152 shares

    0.49% of the 13F portfolio, value $747,044.

    13F-HR 0001848831-25-000007 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).

  7. period ended2024-12-31
    13F 19,659 shares
    Change vs previous 13F +4,648 shares

    0.49% of the 13F portfolio, value $730,743.

    13F-HR 0001977723-25-000001 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).

  8. period ended2024-09-30
    13F 15,011 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $522,224.

    13F-HR 0001730467-24-000005 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).