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SAGESPRING WEALTH PARTNERS, LLC: CGBL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAGESPRING WEALTH PARTNERS, LLC on CGBL, newest first. How the timeline and the estimate are built.

SAGESPRING WEALTH PARTNERS, LLC held 173,608 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,608 shares
    Change vs previous 13F +9,543 shares

    0.1% of the 13F portfolio, value $6,590,171.

    13F-HR 0002056425-26-000006 filed by SAGESPRING WEALTH PARTNERS, 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 164,065 shares
    Change vs previous 13F +25,241 shares

    0.1% of the 13F portfolio, value $5,645,492.

    13F-HR 0002056425-26-000002 filed by SAGESPRING WEALTH PARTNERS, 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 138,824 shares
    Change vs previous 13F +16,693 shares

    0.09% of the 13F portfolio, value $4,904,666.

    13F-HR 0002056425-26-000001 filed by SAGESPRING WEALTH PARTNERS, 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 122,131 shares
    Change vs previous 13F +2,818 shares

    0.08% of the 13F portfolio, value $4,240,400.

    13F-HR 0002056425-25-000006 filed by SAGESPRING WEALTH PARTNERS, 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 119,313 shares
    Change vs previous 13F +25,564 shares

    0.09% of the 13F portfolio, value $3,989,813.

    13F-HR 0002056425-25-000004 filed by SAGESPRING WEALTH PARTNERS, 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 93,749 shares
    Change vs previous 13F +59,632 shares

    0.07% of the 13F portfolio, value $2,904,350.

    13F-HR 0002056425-25-000002 filed by SAGESPRING WEALTH PARTNERS, 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 34,117 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,066,849.

    13F-HR 0002056425-25-000001 filed by SAGESPRING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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