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Disclosery

AA Financial Advisors, LLC: CGBL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AA Financial Advisors, LLC on CGBL, newest first. How the timeline and the estimate are built.

AA Financial Advisors, LLC held 137,630 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,630 shares
    Change vs previous 13F +1,340 shares

    0.63% of the 13F portfolio, value $5,224,424.

    13F-HR 0002085853-26-000768 filed by AA Financial Advisors, 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 136,290 shares
    Change vs previous 13F +71,447 shares

    0.66% of the 13F portfolio, value $4,689,737.

    13F-HR 0002085853-26-000433 filed by AA Financial 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 ended2025-12-31
    13F 64,843 shares
    Change vs previous 13F +1,299 shares

    0.42% of the 13F portfolio, value $2,290,902.

    13F-HR 0002085853-26-000032 filed by AA Financial 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 ended2025-09-30
    13F 63,544 shares
    Change vs previous 13F +5,945 shares

    0.43% of the 13F portfolio, value $2,206,237.

    13F-HR 0002085853-25-000076 filed by AA Financial 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 ended2025-06-30
    13F 57,599 shares
    Change vs previous 13F -1,301 shares

    0.42% of the 13F portfolio, value $1,926,109.

    13F-HR 0001667731-25-000783 filed by AA Financial 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 ended2025-03-31
    13F 58,900 shares
    Change vs previous 13F -4,944 shares

    0.45% of the 13F portfolio, value $1,824,717.

    13F-HR 0001667731-25-000448 filed by AA Financial 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 ended2024-12-31
    13F 63,844 shares
    Change vs previous 13F +5,086 shares

    0.53% of the 13F portfolio, value $1,996,397.

    13F-HR 0001667731-25-000094 filed by AA Financial 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 ended2024-09-30
    13F 58,758 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,824,433.

    13F-HR 0002016899-24-000004 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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