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Disclosery

Capital Analysts, LLC: CGGR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Analysts, LLC on CGGR, newest first. How the timeline and the estimate are built.

Capital Analysts, LLC held 485,351 CGGR 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 485,351 shares
    Change vs previous 13F +77,901 shares

    0.53% of the 13F portfolio, value $22,908,000.

    13F-HR 0001624758-26-000011 filed by Capital Analysts, 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 407,450 shares
    Change vs previous 13F +98,481 shares

    0.43% of the 13F portfolio, value $16,375,000.

    13F-HR 0001624758-26-000005 filed by Capital Analysts, 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/A 308,969 shares
    Change vs previous 13F +22,709 shares

    0.38% of the 13F portfolio, value $13,740,000.

    13F-HR/A 0001624758-26-000008 filed by Capital Analysts, 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 286,260 shares
    Change vs previous 13F +54,806 shares

    0.37% of the 13F portfolio, value $12,572,000.

    13F-HR 0001624758-25-000011 filed by Capital Analysts, 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 231,454 shares
    Change vs previous 13F +95,295 shares

    0.31% of the 13F portfolio, value $9,409,000.

    13F-HR 0001624758-25-000006 filed by Capital Analysts, 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 136,159 shares
    Change vs previous 13F +107,129 shares

    0.17% of the 13F portfolio, value $4,663,000.

    13F-HR 0001624758-25-000004 filed by Capital Analysts, 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 29,030 shares
    Change vs previous 13F +28,019 shares

    0.04% of the 13F portfolio, value $1,079,000.

    13F-HR 0001624758-25-000002 filed by Capital Analysts, LLC
    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 1,011 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $35,000.

    13F-HR 0001624758-24-000014 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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