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SilverOak Wealth Management LLC: CGNG position timeline

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

SilverOak Wealth Management LLC held 300,157 CGNG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 300,157 shares
    Change vs previous 13F +2,609 shares

    1.45% of the 13F portfolio, value $11,243,881.

    13F-HR 0002085853-26-000900 filed by SilverOak Wealth Management 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 297,548 shares
    Change vs previous 13F +16,332 shares

    1.49% of the 13F portfolio, value $9,393,590.

    13F-HR 0002085853-26-000530 filed by SilverOak Wealth Management 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 281,216 shares
    Change vs previous 13F +175,162 shares

    1.41% of the 13F portfolio, value $8,979,227.

    13F-HR 0002085853-26-000125 filed by SilverOak Wealth Management 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 106,054 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $3,277,069.

    13F-HR 0002085853-25-000155 filed by SilverOak Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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