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Wood Tarver Financial Group, LLC: CGSD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wood Tarver Financial Group, LLC on CGSD, newest first. How the timeline and the estimate are built.

Wood Tarver Financial Group, LLC held 1,423,756 CGSD 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 1,423,756 shares
    Change vs previous 13F -82,410 shares

    8.65% of the 13F portfolio, value $36,633,000.

    13F-HR 0002059344-26-000003 filed by Wood Tarver Financial Group, 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 1,506,166 shares
    Change vs previous 13F +129,922 shares

    10.73% of the 13F portfolio, value $38,844,000.

    13F-HR 0002059344-26-000002 filed by Wood Tarver Financial Group, 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 1,376,244 shares
    Change vs previous 13F +1,170,734 shares

    10.05% of the 13F portfolio, value $35,796,000.

    13F-HR 0002059344-26-000001 filed by Wood Tarver Financial Group, 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 205,510 shares
    Change vs previous 13F +35,400 shares

    1.58% of the 13F portfolio, value $5,339,000.

    13F-HR 0002059344-25-000005 filed by Wood Tarver Financial Group, 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 170,110 shares
    Change vs previous 13F +62,991 shares

    1.33% of the 13F portfolio, value $4,411,000.

    13F-HR 0002059344-25-000002 filed by Wood Tarver Financial Group, 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 107,119 shares
    Change vs previous 13F +37,416 shares

    0.9% of the 13F portfolio, value $2,764,738.

    13F-HR 0001898296-25-000008 filed by Wood Tarver Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 69,703 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,787,000.

    13F-HR 0002059344-25-000001 filed by Wood Tarver Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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