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Olistico Wealth, LLC: CGGR position timeline

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

Olistico Wealth, LLC held 167,041 CGGR shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 167,041 shares
    Change vs previous 13F +2,904 shares

    3.32% of the 13F portfolio, value $7,922,774.

    13F-HR 0001962695-26-000005 filed by Olistico Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 164,137 shares
    Change vs previous 13F +2,757 shares

    3.31% of the 13F portfolio, value $7,747,259.

    13F-HR 0001962695-26-000003 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 161,380 shares
    Change vs previous 13F +18,222 shares

    3.2% of the 13F portfolio, value $6,485,856.

    13F-HR 0001962695-26-000002 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 143,158 shares
    Change vs previous 13F +9,699 shares

    3.11% of the 13F portfolio, value $6,366,229.

    13F-HR 0001962695-26-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 133,459 shares
    Change vs previous 13F +2,240 shares

    3.1% of the 13F portfolio, value $5,861,532.

    13F-HR 0001962695-25-000005 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 131,219 shares
    Change vs previous 13F +16,725 shares

    2.96% of the 13F portfolio, value $5,334,064.

    13F-HR 0001962695-25-000003 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 114,494 shares
    Change vs previous 13F +8,521 shares

    2.42% of the 13F portfolio, value $3,921,429.

    13F-HR 0001965653-25-000005 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 105,973 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $3,939,027.

    13F-HR 0001962695-25-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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