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Summit Investment Advisory Services, LLC: CGDG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Investment Advisory Services, LLC on CGDG, newest first. How the timeline and the estimate are built.

Summit Investment Advisory Services, LLC held 9,815 CGDG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,815 shares
    Change vs previous 13F +13 shares

    0.09% of the 13F portfolio, value $368,164.

    13F-HR 0001951757-26-001053 filed by Summit Investment Advisory Services, 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 9,802 shares
    Change vs previous 13F +1,963 shares

    0.13% of the 13F portfolio, value $351,894.

    13F-HR 0001951757-26-000713 filed by Summit Investment Advisory Services, 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 7,839 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $279,383.

    13F-HR 0001951757-26-000354 filed by Summit Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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