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
- period ended2026-06-3013F 181,692 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 154,221 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 152,766 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 118,876 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 115,991 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 104,755 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 103,224 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).