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Souders Financial Advisors: CGCP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Souders Financial Advisors on CGCP, newest first. How the timeline and the estimate are built.

Souders Financial Advisors held 3,439,135 CGCP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,439,135 shares
    Change vs previous 13F +213,145 shares

    7.71% of the 13F portfolio, value $76,658,312.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 3,225,990 shares
    Change vs previous 13F +175,445 shares

    8.22% of the 13F portfolio, value $72,068,623.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 3,050,545 shares
    Change vs previous 13F +106,513 shares

    7.91% of the 13F portfolio, value $69,064,328.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 2,944,032 shares
    Change vs previous 13F +132,055 shares

    7.95% of the 13F portfolio, value $66,888,412.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 2,811,977 shares
    Change vs previous 13F +133,697 shares

    8.05% of the 13F portfolio, value $63,269,493.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 2,678,280 shares
    Change vs previous 13F +182,092 shares

    8.39% of the 13F portfolio, value $60,127,381.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 2,496,188 shares
    Change vs previous 13F +177,997 shares

    7.74% of the 13F portfolio, value $55,415,383.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 2,318,191 shares
    Change vs previous 13F not available

    7.47% of the 13F portfolio, value $53,596,566.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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