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New England Capital Financial Advisors LLC: CGGR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New England Capital Financial Advisors LLC on CGGR, newest first. How the timeline and the estimate are built.

New England Capital Financial Advisors LLC held 1,531,893 CGGR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,531,893 shares
    Change vs previous 13F +138,256 shares

    17.29% of the 13F portfolio, value $72,305,356.

    13F-HR 0001964652-26-000004 filed by New England Capital Financial Advisors 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 1,393,637 shares
    Change vs previous 13F -28,707 shares

    15.33% of the 13F portfolio, value $56,010,280.

    13F-HR 0001964652-26-000002 filed by New England Capital Financial Advisors 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 1,422,344 shares
    Change vs previous 13F -22,386 shares

    24.71% of the 13F portfolio, value $63,251,652.

    13F-HR 0001964652-26-000001 filed by New England Capital Financial Advisors 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 1,444,730 shares
    Change vs previous 13F +2,158 shares

    26.97% of the 13F portfolio, value $63,452,551.

    13F-HR 0001964652-25-000007 filed by New England Capital Financial Advisors 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 1,442,572 shares
    Change vs previous 13F +20,822 shares

    26.84% of the 13F portfolio, value $58,640,558.

    13F-HR 0001964652-25-000005 filed by New England Capital Financial Advisors 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 1,421,750 shares
    Change vs previous 13F +29,195 shares

    24.77% of the 13F portfolio, value $48,694,944.

    13F-HR 0001964652-25-000002 filed by New England Capital Financial Advisors 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 1,392,555 shares
    Change vs previous 13F -138,824 shares

    25.27% of the 13F portfolio, value $51,761,281.

    13F-HR 0001964652-25-000001 filed by New England Capital Financial Advisors 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 1,531,379 shares
    Change vs previous 13F not available

    27.66% of the 13F portfolio, value $53,276,687.

    13F-HR 0001964652-24-000005 filed by New England Capital Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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