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A&I FINANCIAL SERVICES, LLC: CGCV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of A&I FINANCIAL SERVICES, LLC on CGCV, newest first. How the timeline and the estimate are built.

A&I FINANCIAL SERVICES, LLC held 18,787 CGCV 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 18,787 shares
    Change vs previous 13F -2,070 shares

    0.27% of the 13F portfolio, value $616,621.

    13F-HR 0001728031-26-000003 filed by A&I FINANCIAL SERVICES, LLC
    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 20,857 shares
    Change vs previous 13F +2,100 shares

    0.29% of the 13F portfolio, value $621,758.

    13F-HR 0001728031-26-000002 filed by A&I FINANCIAL SERVICES, 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 18,757 shares
    Change vs previous 13F +675 shares

    0.27% of the 13F portfolio, value $571,913.

    13F-HR 0001728031-26-000001 filed by A&I FINANCIAL SERVICES, 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 18,082 shares
    Change vs previous 13F +2,215 shares

    0.27% of the 13F portfolio, value $546,804.

    13F-HR 0001728031-25-000004 filed by A&I FINANCIAL SERVICES, 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 15,867 shares
    Change vs previous 13F +4,054 shares

    0.26% of the 13F portfolio, value $453,792.

    13F-HR 0001085146-25-003777 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 11,813 shares
    Change vs previous 13F +2,825 shares

    0.22% of the 13F portfolio, value $320,333.

    13F-HR 0001085146-25-002528 filed by A&I FINANCIAL SERVICES, LLC
    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 8,988 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $238,566.

    13F-HR 0001085146-25-000813 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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