Skip to content
Disclosery

Pines Wealth Management, LLC: CGGR position timeline

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

Pines Wealth Management, LLC held 33,297 CGGR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,297 shares
    Change vs previous 13F +70 shares

    0.45% of the 13F portfolio, value $1,571,619.

    13F-HR 0001951757-26-001023 filed by Pines Wealth Management, 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 33,227 shares
    Change vs previous 13F -776 shares

    0.43% of the 13F portfolio, value $1,335,394.

    13F-HR 0001951757-26-000527 filed by Pines Wealth Management, 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 34,003 shares
    Change vs previous 13F +48 shares

    0.49% of the 13F portfolio, value $1,512,114.

    13F-HR 0001951757-26-000342 filed by Pines Wealth Management, 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 33,955 shares
    Change vs previous 13F -887 shares

    0.5% of the 13F portfolio, value $1,491,304.

    13F-HR 0001951757-25-001248 filed by Pines Wealth Management, 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 34,842 shares
    Change vs previous 13F +143 shares

    0.5% of the 13F portfolio, value $1,422,599.

    13F-HR 0001951757-25-000603 filed by Pines Wealth Management, 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 34,699 shares
    Change vs previous 13F +10,617 shares

    0.49% of the 13F portfolio, value $1,059,361.

    13F-HR 0001951757-25-000336 filed by Pines Wealth Management, 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 24,082 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $899,704.

    13F-HR 0001951757-25-000022 filed by Pines Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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