PRIVATE CLIENT SERVICES, LLC: CGDG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRIVATE CLIENT SERVICES, LLC on CGDG, newest first. How the timeline and the estimate are built.
PRIVATE CLIENT SERVICES, LLC held 30,315 CGDG shares at 2026-09-30 per its 13F-HR filed 2026-10-02.
the latest 13F is the newest step
- period ended2026-09-3013F 30,315 sharesChange vs previous 13F +4,095 shares
0.3% of the 13F portfolio, value $1,122,564.
13F-HR 0001457005-26-000006 filed by PRIVATE CLIENT SERVICES, LLC
Accepted , ingested - period ended2026-06-3013F 26,220 sharesChange vs previous 13F +17,090 shares
0.26% of the 13F portfolio, value $983,512.
13F-HR 0001457005-26-000004 filed by PRIVATE CLIENT SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,130 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $327,767.
13F-HR 0001457005-26-000003 filed by PRIVATE CLIENT SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).