Souders Financial Advisors: CGGR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Souders Financial Advisors on CGGR, newest first. How the timeline and the estimate are built.
Souders Financial Advisors held 455,871 CGGR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 455,871 sharesChange vs previous 13F +71,741 shares
2.16% of the 13F portfolio, value $21,517,129.
13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 384,130 sharesChange vs previous 13F +29,065 shares
1.76% of the 13F portfolio, value $15,438,202.
13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 355,065 sharesChange vs previous 13F +6,663 shares
1.81% of the 13F portfolio, value $15,789,760.
13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 348,402 sharesChange vs previous 13F -16,116 shares
1.82% of the 13F portfolio, value $15,301,833.
13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 364,518 sharesChange vs previous 13F +33,244 shares
1.89% of the 13F portfolio, value $14,817,673.
13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 331,274 sharesChange vs previous 13F +62,241 shares
1.58% of the 13F portfolio, value $11,346,131.
13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 269,033 sharesChange vs previous 13F +48,633 shares
1.4% of the 13F portfolio, value $9,999,953.
13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 220,400 sharesChange vs previous 13F not available
1.07% of the 13F portfolio, value $7,667,700.
13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).