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Disclosery

WBH ADVISORY INC: CGCP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WBH ADVISORY INC on CGCP, newest first. How the timeline and the estimate are built.

WBH ADVISORY INC held 517,825 CGCP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 517,825 shares
    Change vs previous 13F -9,352 shares

    0.78% of the 13F portfolio, value $11,542,311.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY 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 527,177 shares
    Change vs previous 13F +18,816 shares

    0.88% of the 13F portfolio, value $11,787,683.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY 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 508,361 shares
    Change vs previous 13F +27,802 shares

    0.85% of the 13F portfolio, value $11,509,295.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY 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 480,559 shares
    Change vs previous 13F +51,499 shares

    0.83% of the 13F portfolio, value $10,918,303.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY 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 429,060 shares
    Change vs previous 13F +15,579 shares

    0.82% of the 13F portfolio, value $9,653,859.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY 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 413,481 shares
    Change vs previous 13F +25,818 shares

    0.87% of the 13F portfolio, value $9,282,650.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY 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 387,663 shares
    Change vs previous 13F +68,721 shares

    0.8% of the 13F portfolio, value $8,606,109.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY 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 318,942 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $7,373,930.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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