Skip to content
Disclosery

Ridgeline Wealth Planning, LLC: CGGO position timeline

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

Ridgeline Wealth Planning, LLC held 263,789 CGGO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 263,789 shares
    Change vs previous 13F -76,564 shares

    7.08% of the 13F portfolio, value $11,166,180.

    13F-HR 0002085853-26-000854 filed by Ridgeline Wealth Planning, 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 340,353 shares
    Change vs previous 13F +4,336 shares

    8.29% of the 13F portfolio, value $11,357,573.

    13F-HR 0002085853-26-000568 filed by Ridgeline Wealth Planning, 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 336,017 shares
    Change vs previous 13F -60,523 shares

    8.31% of the 13F portfolio, value $11,642,982.

    13F-HR 0002085853-26-000183 filed by Ridgeline Wealth Planning, 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 396,540 shares
    Change vs previous 13F -55,187 shares

    10.18% of the 13F portfolio, value $13,549,776.

    13F-HR 0002085853-25-000186 filed by Ridgeline Wealth Planning, 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 451,727 shares
    Change vs previous 13F +27,770 shares

    11.89% of the 13F portfolio, value $14,441,707.

    13F-HR 0001667731-25-000940 filed by Ridgeline Wealth Planning, 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 423,957 shares
    Change vs previous 13F +8,535 shares

    11.8% of the 13F portfolio, value $12,010,697.

    13F-HR 0001667731-25-000553 filed by Ridgeline Wealth Planning, 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 415,422 shares
    Change vs previous 13F not available

    11.62% of the 13F portfolio, value $12,138,626.

    13F-HR 0001667731-25-000153 filed by Ridgeline Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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