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Focus Partners Wealth: CGGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Partners Wealth on CGGO, newest first. How the timeline and the estimate are built.

Focus Partners Wealth held 1,227,797 CGGO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,227,797 shares
    Change vs previous 13F +381,527 shares

    0.05% of the 13F portfolio, value $51,972,656.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 846,270 shares
    Change vs previous 13F -27,785 shares

    0.03% of the 13F portfolio, value $28,240,037.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 874,055 shares
    Change vs previous 13F +9,973 shares

    0.03% of the 13F portfolio, value $30,286,012.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 864,082 shares
    Change vs previous 13F -20,363 shares

    0.05% of the 13F portfolio, value $29,525,685.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 884,445 shares
    Change vs previous 13F -80,447 shares

    0.06% of the 13F portfolio, value $28,275,712.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 964,892 shares
    Change vs previous 13F -6,122 shares

    0.07% of the 13F portfolio, value $27,335,386.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 971,014 shares
    Change vs previous 13F -9,968 shares

    0.07% of the 13F portfolio, value $28,373,025.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 980,982 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $29,576,619.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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