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Worthington Financial Partners, LLC: CGCV position timeline

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

Worthington Financial Partners, LLC held 57,196 CGCV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 57,196 shares
    Change vs previous 13F +1,500 shares

    1.55% of the 13F portfolio, value $1,834,847.

    13F-HR 0002111427-26-000006 filed by Worthington Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 55,696 shares
    Change vs previous 13F +521 shares

    1.51% of the 13F portfolio, value $1,827,943.

    13F-HR 0002111427-26-000005 filed by Worthington Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 55,175 shares
    Change vs previous 13F +841 shares

    1.41% of the 13F portfolio, value $1,644,767.

    13F-HR 0002111427-26-000004 filed by Worthington Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 54,334 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $1,656,644.

    13F-HR 0002111427-26-000002 filed by Worthington Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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