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Focus Partners Wealth: CGGR position timeline

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

Focus Partners Wealth held 983,342 CGGR 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 983,342 shares
    Change vs previous 13F +284,758 shares

    0.04% of the 13F portfolio, value $46,413,772.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 879,733 shares
    • Focus Partners Advisor Solutions, LLC: 103,609 shares

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

  2. period ended2026-03-31
    13F 698,584 shares
    Change vs previous 13F +237 shares

    0.03% of the 13F portfolio, value $28,076,103.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 602,177 shares
    • Focus Partners Advisor Solutions, LLC: 96,407 shares

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

  3. period ended2025-12-31
    13F 698,347 shares
    Change vs previous 13F -61,184 shares

    0.03% of the 13F portfolio, value $31,055,544.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 606,989 shares
    • Focus Partners Advisor Solutions, LLC: 91,358 shares

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

  4. period ended2025-09-30
    13F 759,531 shares
    Change vs previous 13F +60,093 shares

    0.05% of the 13F portfolio, value $33,429,334.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 598,832 shares
    • Focus Partners Advisor Solutions, LLC: 160,699 shares

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

  5. period ended2025-06-30
    13F 699,438 shares
    Change vs previous 13F -19,067 shares

    0.05% of the 13F portfolio, value $28,432,206.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 615,985 shares
    • Focus Partners Advisor Solutions, LLC: 83,453 shares

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

  6. period ended2025-03-31
    13F/A 718,505 shares
    Change vs previous 13F +52,682 shares

    0.05% of the 13F portfolio, value $24,608,828.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 642,473 shares
    • Focus Partners Advisor Solutions, LLC: 76,032 shares

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

  7. period ended2024-12-31
    13F/A 665,823 shares
    Change vs previous 13F -7,518 shares

    0.06% of the 13F portfolio, value $24,748,680.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 647,973 shares
    • Focus Partners Advisor Solutions, LLC: 17,850 shares

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

  8. period ended2024-09-30
    13F 673,341 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $23,425,549.

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

    • Focus Partners Wealth: 645,482 shares
    • Focus Partners Advisor Solutions, LLC: 27,859 shares

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