Skip to content
Disclosery

Addison Advisors LLC: CGW position timeline

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

Addison Advisors LLC held 42,997 CGW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,997 shares
    Change vs previous 13F -58,100 shares

    1.33% of the 13F portfolio, value $2,826,193.

    13F-HR 0001843745-26-000003 filed by Addison 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 101,097 shares
    Change vs previous 13F -1,226 shares

    1.43% of the 13F portfolio, value $6,464,143.

    13F-HR 0001843745-26-000002 filed by Addison 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 102,323 shares
    Change vs previous 13F +1,531 shares

    1.45% of the 13F portfolio, value $6,447,486.

    13F-HR 0001843745-26-000001 filed by Addison 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 100,792 shares
    Change vs previous 13F +460 shares

    1.5% of the 13F portfolio, value $6,474,879.

    13F-HR 0001843745-25-000007 filed by Addison 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 100,332 shares
    Change vs previous 13F -969 shares

    1.57% of the 13F portfolio, value $6,270,750.

    13F-HR 0001843745-25-000006 filed by Addison 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 101,301 shares
    Change vs previous 13F +1,684 shares

    1.54% of the 13F portfolio, value $5,641,453.

    13F-HR 0001843745-25-000003 filed by Addison 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 99,617 shares
    Change vs previous 13F +5,118 shares

    1.5% of the 13F portfolio, value $5,399,242.

    13F-HR 0001843745-25-000001 filed by Addison 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 94,499 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $5,783,339.

    13F-HR 0001843745-24-000004 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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