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Summit Investment Advisory Services, LLC: CGGR position timeline

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

Summit Investment Advisory Services, LLC held 934,072 CGGR 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 934,072 shares
    Change vs previous 13F +3,953 shares

    11.06% of the 13F portfolio, value $44,088,196.

    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 930,119 shares
    Change vs previous 13F +70,911 shares

    13.89% of the 13F portfolio, value $37,381,490.

    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 859,208 shares
    Change vs previous 13F +33,010 shares

    14.42% of the 13F portfolio, value $38,208,996.

    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).

  4. period ended2025-09-30
    13F/A 826,198 shares
    Change vs previous 13F +12,757 shares

    14.45% of the 13F portfolio, value $36,286,639.

    13F-HR/A 0001951757-25-001317 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).

  5. period ended2025-06-30
    13F/A 813,441 shares
    Change vs previous 13F +41,280 shares

    14.38% of the 13F portfolio, value $33,066,391.

    13F-HR/A 0001951757-25-001318 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).

  6. period ended2025-03-31
    13F 772,161 shares
    Change vs previous 13F -33,098 shares

    12.96% of the 13F portfolio, value $26,446,572.

    13F-HR 0001951757-25-000327 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).

  7. period ended2024-12-31
    13F 805,259 shares
    Change vs previous 13F +26,336 shares

    15.43% of the 13F portfolio, value $29,931,471.

    13F-HR 0001951757-25-000089 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).

  8. period ended2024-09-30
    13F 778,923 shares
    Change vs previous 13F not available

    14.37% of the 13F portfolio, value $27,098,725.

    13F-HR 0001951757-24-001056 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).