WealthCare Investment Partners, LLC: CGBL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthCare Investment Partners, LLC on CGBL, newest first. How the timeline and the estimate are built.
WealthCare Investment Partners, LLC held 145,243 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 145,243 sharesChange vs previous 13F -929 shares
1.34% of the 13F portfolio, value $5,513,431.
13F-HR 0001951757-26-001206 filed by WealthCare Investment Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 146,172 sharesChange vs previous 13F -299 shares
1.41% of the 13F portfolio, value $5,070,699.
13F-HR 0001951757-26-000555 filed by WealthCare Investment Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 146,471 sharesChange vs previous 13F not available
1.52% of the 13F portfolio, value $5,207,036.
13F-HR 0001951757-26-000013 filed by WealthCare Investment Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).