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1858 WEALTH MANAGEMENT, LLC: CGBD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1858 WEALTH MANAGEMENT, LLC on CGBD, newest first. How the timeline and the estimate are built.

1858 WEALTH MANAGEMENT, LLC held 38,343 CGBD shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 38,343 shares
    Change vs previous 13F -3,000 shares

    0.34% of the 13F portfolio, value $479,288.

    13F-HR 0001951757-25-001435 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 41,343 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $565,572.

    13F-HR 0001951757-25-000950 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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