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Disclosery

Accel Wealth Management: CGBL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accel Wealth Management on CGBL, newest first. How the timeline and the estimate are built.

Accel Wealth Management held 91,011 CGBL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 91,011 shares
    Change vs previous 13F +30,558 shares

    0.72% of the 13F portfolio, value $3,344,647.

    13F-HR 0001838226-26-000006 filed by Accel Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 60,453 shares
    Change vs previous 13F +39,200 shares

    0.52% of the 13F portfolio, value $2,294,803.

    13F-HR 0001838226-26-000004 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 21,253 shares
    Change vs previous 13F +3,900 shares

    0.19% of the 13F portfolio, value $731,308.

    13F-HR 0001838226-26-000002 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,353 shares
    Change vs previous 13F +6,201 shares

    0.17% of the 13F portfolio, value $613,074.

    13F-HR 0001838226-26-000001 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,152 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $387,197.

    13F-HR 0001838226-25-000006 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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