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SWEENEY & MICHEL, LLC: CGIE position timeline

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

SWEENEY & MICHEL, LLC held 350,716 CGIE 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 350,716 shares
    Change vs previous 13F +26,404 shares

    3.52% of the 13F portfolio, value $13,393,858.

    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 324,312 shares
    Change vs previous 13F +4,748 shares

    3.42% of the 13F portfolio, value $11,620,101.

    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 319,564 shares
    Change vs previous 13F +136,155 shares

    3.46% of the 13F portfolio, value $11,727,992.

    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 183,409 shares
    Change vs previous 13F +1,097 shares

    2.05% of the 13F portfolio, value $6,113,032.

    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 182,312 shares
    Change vs previous 13F +6,708 shares

    2.11% of the 13F portfolio, value $5,947,010.

    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 175,604 shares
    Change vs previous 13F +4,686 shares

    2.03% of the 13F portfolio, value $4,635,958.

    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 170,918 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $5,093,360.

    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).