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Disclosery

StrongBox Wealth, LLC: CGIE position timeline

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

StrongBox Wealth, LLC held 380,063 CGIE 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 380,063 shares
    Change vs previous 13F -375 shares

    3.98% of the 13F portfolio, value $13,978,717.

    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 380,438 shares
    Change vs previous 13F +35,171 shares

    4.12% of the 13F portfolio, value $12,866,413.

    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 345,267 shares
    Change vs previous 13F +53,270 shares

    3.95% of the 13F portfolio, value $12,022,197.

    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 291,997 shares
    Change vs previous 13F +194,447 shares

    3.33% of the 13F portfolio, value $9,846,139.

    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 97,550 shares
    Change vs previous 13F +20,899 shares

    1.22% of the 13F portfolio, value $3,211,346.

    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 76,651 shares
    Change vs previous 13F +6,975 shares

    0.94% of the 13F portfolio, value $2,247,407.

    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).

  7. period ended2024-12-31
    13F 69,676 shares
    Change vs previous 13F +2,697 shares

    0.81% of the 13F portfolio, value $1,916,787.

    13F-HR 0001172661-25-000188 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).

  8. period ended2024-09-30
    13F 66,979 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,033,482.

    13F-HR 0001172661-24-004566 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).