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SIGNATURE ESTATE & INVESTMENT ADVISORS LLC: CGGR position timeline

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

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC held 2,148,013 CGGR 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 2,148,013 shares
    Change vs previous 13F -80,755 shares

    1.8% of the 13F portfolio, value $101,880,277.

    13F-HR 0001079935-26-000006 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,228,768 shares
    Change vs previous 13F -262,614 shares

    1.89% of the 13F portfolio, value $105,197,854.

    13F-HR 0001079935-26-000004 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS 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 2,491,382 shares
    Change vs previous 13F -142,280 shares

    2.03% of the 13F portfolio, value $100,128,637.

    13F-HR 0001079935-26-000003 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS 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 2,633,662 shares
    Change vs previous 13F -69,383 shares

    2.36% of the 13F portfolio, value $117,118,940.

    13F-HR 0001079935-26-000001 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,703,045 shares
    Change vs previous 13F -92,241 shares

    2.53% of the 13F portfolio, value $118,717,721.

    13F-HR 0001079935-25-000004 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,795,286 shares
    Change vs previous 13F +200,094 shares

    2.62% of the 13F portfolio, value $113,628,345.

    13F-HR 0001811480-25-000006 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,595,192 shares
    Change vs previous 13F -92,448 shares

    2.34% of the 13F portfolio, value $88,885,330.

    13F-HR 0001811480-25-000004 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,687,640 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $99,899,582.

    13F-HR 0001811480-25-000002 filed by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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