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Advisor Resource Council: CGBL position timeline

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

Advisor Resource Council held 24,364 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,364 shares
    Change vs previous 13F +6,391 shares

    0.31% of the 13F portfolio, value $925,138.

    13F-HR 0001820879-26-000004 filed by Advisor Resource Council
    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 17,973 shares
    Change vs previous 13F -5,931 shares

    0.24% of the 13F portfolio, value $618,451.

    13F-HR 0001820879-26-000002 filed by Advisor Resource Council
    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 23,904 shares
    Change vs previous 13F +15,530 shares

    0.3% of the 13F portfolio, value $855,029.

    13F-HR 0001820879-26-000001 filed by Advisor Resource Council
    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 8,374 shares
    Change vs previous 13F +1,841 shares

    0.39% of the 13F portfolio, value $290,746.

    13F-HR 0001820879-25-000003 filed by Advisor Resource Council
    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 6,533 shares
    Change vs previous 13F -158,290 shares

    0.11% of the 13F portfolio, value $218,465.

    13F-HR 0001085146-25-004794 filed by Advisor Resource Council
    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 164,823 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $5,106,226.

    13F-HR 0001085146-25-002216 filed by Advisor Resource Council
    Filed (acceptance time not in the bulk data set), ingested

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