Skip to content
Disclosery

Diversify Advisory Services, LLC: CGGR position timeline

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

Diversify Advisory Services, LLC held 136,588 CGGR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,588 shares
    Change vs previous 13F +70,984 shares

    0.05% of the 13F portfolio, value $6,089,064.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 68,294 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 68,294 shares

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

  2. period ended2026-03-31
    13F 65,604 shares
    Change vs previous 13F +25,208 shares

    0.05% of the 13F portfolio, value $2,904,267.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 65,604 shares

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

  3. period ended2025-12-31
    13F 40,396 shares
    Change vs previous 13F +27,445 shares

    0.03% of the 13F portfolio, value $1,821,786.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 21,758 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 18,638 shares

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

  4. period ended2025-09-30
    13F 12,951 shares
    Change vs previous 13F +5,398 shares

    0.03% of the 13F portfolio, value $581,102.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, 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 7,553 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $320,247.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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