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Patriot Financial Group Insurance Agency, LLC: CGDG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Patriot Financial Group Insurance Agency, LLC on CGDG, newest first. How the timeline and the estimate are built.

Patriot Financial Group Insurance Agency, LLC held 65,816 CGDG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 65,816 shares
    Change vs previous 13F -2,257 shares

    0.23% of the 13F portfolio, value $2,437,184.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 68,073 shares
    Change vs previous 13F -66,075 shares

    0.26% of the 13F portfolio, value $2,553,420.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, 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 134,148 shares
    Change vs previous 13F +104,027 shares

    0.27% of the 13F portfolio, value $4,815,898.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, 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 30,121 shares
    Change vs previous 13F +17,646 shares

    0.13% of the 13F portfolio, value $1,073,505.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, 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 12,475 shares
    Change vs previous 13F -10,520 shares

    0.06% of the 13F portfolio, value $432,259.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, 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 22,995 shares
    Change vs previous 13F +250 shares

    0.09% of the 13F portfolio, value $773,322.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, 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 22,745 shares
    Change vs previous 13F +7,354 shares

    0.09% of the 13F portfolio, value $702,821.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, 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 15,391 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $456,189.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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