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Wealthcare Advisory Partners LLC: CGDG position timeline

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

Wealthcare Advisory Partners LLC held 13,397 CGDG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,397 shares
    Change vs previous 13F +6,245 shares

    0.01% of the 13F portfolio, value $502,508.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 7,168 shares
    • Wealthcare Capital Partners, LLC: 6,229 shares

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

  2. period ended2026-03-31
    13F 7,152 shares
    Change vs previous 13F -2,014 shares

    <0.01% of the 13F portfolio, value $256,760.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners 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 9,166 shares
    Change vs previous 13F -3,646 shares

    0.01% of the 13F portfolio, value $326,667.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners 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 12,812 shares
    Change vs previous 13F +4,819 shares

    0.01% of the 13F portfolio, value $443,938.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners 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 7,993 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $268,805.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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