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Disclosery

Souders Financial Advisors: CGSD position timeline

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

Souders Financial Advisors held 526,722 CGSD 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 526,722 shares
    Change vs previous 13F +36,740 shares

    1.36% of the 13F portfolio, value $13,552,565.

    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 489,982 shares
    Change vs previous 13F +34,114 shares

    1.44% of the 13F portfolio, value $12,636,646.

    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 455,868 shares
    Change vs previous 13F +21,123 shares

    1.36% of the 13F portfolio, value $11,857,122.

    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 434,745 shares
    Change vs previous 13F +36,227 shares

    1.34% of the 13F portfolio, value $11,294,687.

    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 398,518 shares
    Change vs previous 13F +33,415 shares

    1.32% of the 13F portfolio, value $10,335,577.

    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 365,103 shares
    Change vs previous 13F +51,768 shares

    1.32% of the 13F portfolio, value $9,423,307.

    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 313,335 shares
    Change vs previous 13F +44,628 shares

    1.12% of the 13F portfolio, value $8,033,903.

    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 268,707 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $6,962,208.

    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).