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Ridgeline Wealth Planning, LLC: CGGR position timeline

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

Ridgeline Wealth Planning, LLC held 181,692 CGGR 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 181,692 shares
    Change vs previous 13F +27,471 shares

    5.44% of the 13F portfolio, value $8,575,842.

    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 154,221 shares
    Change vs previous 13F +1,455 shares

    4.53% of the 13F portfolio, value $6,198,124.

    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 152,766 shares
    Change vs previous 13F +33,890 shares

    4.85% of the 13F portfolio, value $6,793,485.

    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 118,876 shares
    Change vs previous 13F +2,885 shares

    3.92% of the 13F portfolio, value $5,221,034.

    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 115,991 shares
    Change vs previous 13F +11,236 shares

    3.88% of the 13F portfolio, value $4,715,034.

    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 104,755 shares
    Change vs previous 13F +1,531 shares

    3.53% of the 13F portfolio, value $3,587,859.

    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 103,224 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $3,836,836.

    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).