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
- period ended2026-09-3013F 167,041 sharesChange 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 - period ended2026-06-3013F 164,137 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 161,380 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 143,158 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 133,459 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 131,219 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 114,494 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 105,973 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).