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Advance Capital Management, Inc.: CGBL position timeline

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

Advance Capital Management, Inc. held 12,041,305 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,041,305 shares
    Change vs previous 13F +67,405 shares

    14.77% of the 13F portfolio, value $457,087,926.

    13F-HR 0002085853-26-000991 filed by Advance Capital Management, Inc.
    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 11,973,900 shares
    Change vs previous 13F +2,588,189 shares

    15.61% of the 13F portfolio, value $412,021,897.

    13F-HR 0002085853-26-000517 filed by Advance Capital Management, Inc.
    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 9,385,711 shares
    Change vs previous 13F +109,747 shares

    14.06% of the 13F portfolio, value $331,597,162.

    13F-HR 0001536029-26-000001 filed by Advance Capital Management, Inc.
    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 9,275,964 shares
    Change vs previous 13F +6,568,560 shares

    13.98% of the 13F portfolio, value $322,061,469.

    13F-HR 0001536029-25-000006 filed by Advance Capital Management, Inc.
    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 2,707,404 shares
    Change vs previous 13F +530,828 shares

    4.1% of the 13F portfolio, value $90,535,597.

    13F-HR 0001536029-25-000004 filed by Advance Capital Management, Inc.
    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 2,176,576 shares
    Change vs previous 13F +16,023 shares

    3.22% of the 13F portfolio, value $67,430,335.

    13F-HR 0001536029-25-000003 filed by Advance Capital Management, Inc.
    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 2,160,553 shares
    Change vs previous 13F +65,778 shares

    3.09% of the 13F portfolio, value $67,560,503.

    13F-HR 0001536029-25-000001 filed by Advance Capital Management, Inc.
    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 2,094,775 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $65,042,763.

    13F-HR 0001536029-24-000006 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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