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ROTHSCHILD INVESTMENT LLC: CGDG position timeline

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

ROTHSCHILD INVESTMENT LLC held 682,462 CGDG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 682,462 shares
    Change vs previous 13F +21,530 shares

    0.96% of the 13F portfolio, value $25,599,163.

    13F-HR 0001104659-26-091729 filed by ROTHSCHILD INVESTMENT 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 660,932 shares
    Change vs previous 13F +64,840 shares

    1.24% of the 13F portfolio, value $23,727,447.

    13F-HR 0001104659-26-056790 filed by ROTHSCHILD INVESTMENT 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 596,092 shares
    Change vs previous 13F +23,495 shares

    1.17% of the 13F portfolio, value $21,244,708.

    13F-HR 0001104659-26-012215 filed by ROTHSCHILD INVESTMENT 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 572,597 shares
    Change vs previous 13F +35,773 shares

    1.12% of the 13F portfolio, value $19,840,479.

    13F-HR 0001104659-25-108271 filed by ROTHSCHILD INVESTMENT 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 536,824 shares
    Change vs previous 13F +40,044 shares

    1.13% of the 13F portfolio, value $18,053,388.

    13F-HR 0001104659-25-075985 filed by ROTHSCHILD INVESTMENT 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 496,780 shares
    Change vs previous 13F +109,274 shares

    1.03% of the 13F portfolio, value $15,350,516.

    13F-HR 0001104659-25-032914 filed by ROTHSCHILD INVESTMENT 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 387,506 shares
    Change vs previous 13F +97,826 shares

    0.75% of the 13F portfolio, value $11,485,691.

    13F-HR 0001104659-25-008960 filed by ROTHSCHILD INVESTMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 289,680 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $8,898,970.

    13F-HR 0001104659-24-109742 filed by ROTHSCHILD INVESTMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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