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Peak Planning Group, LLC: CGGR position timeline

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

Peak Planning Group, LLC held 29,761 CGGR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,761 shares
    Change vs previous 13F -200 shares

    0.32% of the 13F portfolio, value $1,404,719.

    13F-HR 0001951757-26-001241 filed by Peak Planning Group, 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 29,961 shares
    Change vs previous 13F -77 shares

    0.33% of the 13F portfolio, value $1,204,133.

    13F-HR 0001951757-26-000701 filed by Peak Planning Group, 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 30,038 shares
    Change vs previous 13F -1,278 shares

    0.37% of the 13F portfolio, value $1,335,790.

    13F-HR 0001951757-26-000428 filed by Peak Planning Group, 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 31,316 shares
    Change vs previous 13F -236 shares

    0.72% of the 13F portfolio, value $1,375,399.

    13F-HR 0001951757-26-000905 filed by Peak Planning Group, 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 31,552 shares
    Change vs previous 13F -937 shares

    0.82% of the 13F portfolio, value $1,282,589.

    13F-HR 0001951757-26-000923 filed by Peak Planning Group, 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 32,489 shares
    Change vs previous 13F -416 shares

    0.47% of the 13F portfolio, value $1,112,748.

    13F-HR 0001951757-26-000925 filed by Peak Planning Group, 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 32,905 shares
    Change vs previous 13F -2,077 shares

    0.51% of the 13F portfolio, value $1,223,079.

    13F-HR 0001951757-26-000904 filed by Peak Planning Group, 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 34,982 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,217,024.

    13F-HR 0001951757-26-000926 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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