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Disclosery

ORBA Wealth Advisors, L.L.C.: CGGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ORBA Wealth Advisors, L.L.C. on CGGO, newest first. How the timeline and the estimate are built.

ORBA Wealth Advisors, L.L.C. held 58,120 CGGO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,120 shares
    Change vs previous 13F -4,090 shares

    2.1% of the 13F portfolio, value $2,460,240.

    13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 62,210 shares
    Change vs previous 13F -12,554 shares

    2.48% of the 13F portfolio, value $2,075,967.

    13F-HR 0002010248-26-000002 filed by ORBA Wealth Advisors, L.L.C.
    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 74,764 shares
    Change vs previous 13F -15,021 shares

    2.25% of the 13F portfolio, value $2,590,596.

    13F-HR 0002010248-26-000001 filed by ORBA Wealth Advisors, L.L.C.
    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 89,785 shares
    Change vs previous 13F -14,241 shares

    2.53% of the 13F portfolio, value $3,067,965.

    13F-HR 0002010248-25-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 104,026 shares
    Change vs previous 13F -68,706 shares

    3.03% of the 13F portfolio, value $3,325,717.

    13F-HR 0001085146-25-004558 filed by ORBA Wealth Advisors, L.L.C.
    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 172,732 shares
    Change vs previous 13F -165 shares

    2.47% of the 13F portfolio, value $4,893,498.

    13F-HR 0001085146-25-002164 filed by ORBA Wealth Advisors, L.L.C.
    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 172,897 shares
    Change vs previous 13F -7,286 shares

    2.64% of the 13F portfolio, value $5,052,051.

    13F-HR 0001085146-25-000798 filed by ORBA Wealth Advisors, L.L.C.
    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 180,183 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $5,432,538.

    13F-HR 0001085146-24-004744 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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