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Pines Wealth Management, LLC: CGNG position timeline

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

Pines Wealth Management, LLC held 44,294 CGNG 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 44,294 shares
    Change vs previous 13F -401 shares

    0.48% of the 13F portfolio, value $1,659,254.

    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 44,695 shares
    Change vs previous 13F -1,711 shares

    0.46% of the 13F portfolio, value $1,411,022.

    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 46,406 shares
    Change vs previous 13F +32,218 shares

    0.48% of the 13F portfolio, value $1,481,744.

    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 14,188 shares
    Change vs previous 13F -119 shares

    0.15% of the 13F portfolio, value $438,410.

    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 14,307 shares
    Change vs previous 13F -491 shares

    0.15% of the 13F portfolio, value $414,188.

    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 14,798 shares
    Change vs previous 13F -3,794 shares

    0.15% of the 13F portfolio, value $333,251.

    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 18,592 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $456,806.

    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).