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Troutman Wealth Management, LLC: CGCV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Troutman Wealth Management, LLC on CGCV, newest first. How the timeline and the estimate are built.

Troutman Wealth Management, LLC held 251,579 CGCV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 251,579 shares
    Change vs previous 13F +4,601 shares

    6.35% of the 13F portfolio, value $8,256,830.

    13F-HR 0002110807-26-000003 filed by Troutman Wealth Management, 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 246,978 shares
    Change vs previous 13F +721 shares

    6.14% of the 13F portfolio, value $7,362,410.

    13F-HR 0002110807-26-000002 filed by Troutman Wealth Management, 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 246,257 shares
    Change vs previous 13F not available

    6.21% of the 13F portfolio, value $7,508,371.

    13F-HR 0002110807-26-000001 filed by Troutman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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