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SUMMIT WEALTH GROUP LLC / CO: CGDG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SUMMIT WEALTH GROUP LLC / CO on CGDG, newest first. How the timeline and the estimate are built.

SUMMIT WEALTH GROUP LLC / CO held 11,497 CGDG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,497 shares
    Change vs previous 13F +350 shares

    0.04% of the 13F portfolio, value $431,252.

    13F-HR 0002081278-26-000005 filed by SUMMIT WEALTH GROUP LLC / CO
    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 11,147 shares
    Change vs previous 13F +1,096 shares

    0.04% of the 13F portfolio, value $400,177.

    13F-HR 0002081278-26-000003 filed by SUMMIT WEALTH GROUP LLC / CO
    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 10,051 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $358,218.

    13F-HR 0002081278-26-000001 filed by SUMMIT WEALTH GROUP LLC / CO
    Filed (acceptance time not in the bulk data set), ingested

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