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SWEENEY & MICHEL, LLC: CGDG position timeline

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

SWEENEY & MICHEL, LLC held 282,222 CGDG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 282,222 shares
    Change vs previous 13F -3,905 shares

    2.89% of the 13F portfolio, value $11,006,652.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 286,127 shares
    Change vs previous 13F +3,766 shares

    3.13% of the 13F portfolio, value $10,655,378.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 282,361 shares
    Change vs previous 13F +1,053 shares

    3.15% of the 13F portfolio, value $10,681,703.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, 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 281,308 shares
    Change vs previous 13F +11,037 shares

    3.22% of the 13F portfolio, value $9,575,708.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, 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 270,271 shares
    Change vs previous 13F +3,313 shares

    3.24% of the 13F portfolio, value $9,135,172.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, 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 266,958 shares
    Change vs previous 13F -7,172 shares

    3.27% of the 13F portfolio, value $7,480,154.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 274,130 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $8,511,735.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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