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QTR Family Wealth, LLC: CGDG position timeline

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

QTR Family Wealth, LLC held 42,866 CGDG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,866 shares
    Change vs previous 13F +3,364 shares

    0.56% of the 13F portfolio, value $1,607,915.

    13F-HR 0002067954-26-000003 filed by QTR Family Wealth, 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 39,502 shares
    Change vs previous 13F -127 shares

    0.61% of the 13F portfolio, value $1,473,045.

    13F-HR 0002067954-26-000002 filed by QTR Family Wealth, 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 39,629 shares
    Change vs previous 13F +9,987 shares

    0.66% of the 13F portfolio, value $1,489,645.

    13F-HR 0002067954-26-000001 filed by QTR Family Wealth, 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 29,642 shares
    Change vs previous 13F +1,331 shares

    0.49% of the 13F portfolio, value $1,027,083.

    13F-HR 0002067954-25-000004 filed by QTR Family Wealth, 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 28,311 shares
    Change vs previous 13F +3,764 shares

    0.59% of the 13F portfolio, value $952,105.

    13F-HR 0002067954-25-000002 filed by QTR Family Wealth, 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 24,547 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $758,517.

    13F-HR 0002067954-25-000001 filed by QTR Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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