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AA Financial Advisors, LLC: CGCP position timeline

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

AA Financial Advisors, LLC held 519,407 CGCP 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 519,407 shares
    Change vs previous 13F +31,768 shares

    1.39% of the 13F portfolio, value $11,577,577.

    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 487,639 shares
    Change vs previous 13F -323,687 shares

    1.53% of the 13F portfolio, value $10,893,850.

    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 811,326 shares
    Change vs previous 13F -14,314 shares

    3.4% of the 13F portfolio, value $18,368,413.

    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 825,640 shares
    Change vs previous 13F +77,786 shares

    3.69% of the 13F portfolio, value $18,758,550.

    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 747,854 shares
    Change vs previous 13F -5,332 shares

    3.63% of the 13F portfolio, value $16,826,718.

    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 753,186 shares
    Change vs previous 13F +160,211 shares

    4.13% of the 13F portfolio, value $16,909,032.

    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 592,975 shares
    Change vs previous 13F +28,631 shares

    3.51% of the 13F portfolio, value $13,164,048.

    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 564,344 shares
    Change vs previous 13F not available

    3.78% of the 13F portfolio, value $13,047,640.

    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).