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Valmark Advisers, Inc.: CGDG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valmark Advisers, Inc. on CGDG, newest first. How the timeline and the estimate are built.

Valmark Advisers, Inc. held 2,149,433 CGDG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,149,433 shares
    Change vs previous 13F +70,089 shares

    0.86% of the 13F portfolio, value $80,625,217.

    13F-HR 0001380443-26-000004 filed by Valmark Advisers, Inc.
    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 2,079,344 shares
    Change vs previous 13F +1,352,510 shares

    0.89% of the 13F portfolio, value $74,648,441.

    13F-HR 0001380443-26-000003 filed by Valmark Advisers, Inc.
    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 726,834 shares
    Change vs previous 13F +128,920 shares

    0.32% of the 13F portfolio, value $25,904,351.

    13F-HR 0001380443-26-000002 filed by Valmark Advisers, Inc.
    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 597,914 shares
    Change vs previous 13F +34,940 shares

    0.27% of the 13F portfolio, value $20,717,703.

    13F-HR 0001380443-25-000005 filed by Valmark Advisers, Inc.
    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 562,974 shares
    Change vs previous 13F +31,069 shares

    0.26% of the 13F portfolio, value $18,932,827.

    13F-HR 0001085146-25-004098 filed by Valmark Advisers, Inc.
    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 531,905 shares
    Change vs previous 13F +62,243 shares

    0.25% of the 13F portfolio, value $16,435,853.

    13F-HR 0001085146-25-002236 filed by Valmark Advisers, Inc.
    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 469,662 shares
    Change vs previous 13F +58,297 shares

    0.22% of the 13F portfolio, value $13,920,779.

    13F-HR 0001085146-25-000650 filed by Valmark Advisers, Inc.
    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 411,365 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $12,637,118.

    13F-HR 0001085146-24-005160 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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