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Disclosery

StrongBox Wealth, LLC: CGBL position timeline

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

StrongBox Wealth, LLC held 101,934 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,934 shares
    Change vs previous 13F +3,827 shares

    1.1% of the 13F portfolio, value $3,869,415.

    13F-HR 0001812155-26-000002 filed by StrongBox Wealth, 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 98,107 shares
    Change vs previous 13F +14,592 shares

    1.08% of the 13F portfolio, value $3,375,862.

    13F-HR 0001172661-26-001636 filed by StrongBox Wealth, 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 83,515 shares
    Change vs previous 13F +12,572 shares

    0.97% of the 13F portfolio, value $2,950,585.

    13F-HR 0001172661-26-000233 filed by StrongBox Wealth, 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 70,943 shares
    Change vs previous 13F +4,161 shares

    0.83% of the 13F portfolio, value $2,463,141.

    13F-HR 0001172661-25-004182 filed by StrongBox Wealth, 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 66,782 shares
    Change vs previous 13F +2,810 shares

    0.85% of the 13F portfolio, value $2,233,190.

    13F-HR 0001172661-25-002507 filed by StrongBox Wealth, 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 63,972 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,981,853.

    13F-HR 0001172661-25-001754 filed by StrongBox Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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