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Disclosery

Affiance Financial, LLC: CGCP position timeline

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

Affiance Financial, LLC held 369,532 CGCP shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 369,532 shares
    Change vs previous 13F +17,740 shares

    1.19% of the 13F portfolio, value $8,236,879.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, 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 351,792 shares
    Change vs previous 13F +106,435 shares

    1.27% of the 13F portfolio, value $7,859,043.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, 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 245,357 shares
    Change vs previous 13F +53,114 shares

    0.89% of the 13F portfolio, value $5,554,890.

    13F-HR 0001723681-26-000001 filed by Affiance Financial, 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 192,243 shares
    Change vs previous 13F +21,763 shares

    0.8% of the 13F portfolio, value $4,367,782.

    13F-HR 0001085146-25-005939 filed by Affiance Financial, 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 170,480 shares
    Change vs previous 13F +11,126 shares

    0.78% of the 13F portfolio, value $3,835,800.

    13F-HR 0001085146-25-003718 filed by Affiance Financial, 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 159,354 shares
    Change vs previous 13F +28,213 shares

    0.83% of the 13F portfolio, value $3,577,497.

    13F-HR 0001085146-25-001968 filed by Affiance Financial, 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 131,141 shares
    Change vs previous 13F +7,276 shares

    0.7% of the 13F portfolio, value $2,911,330.

    13F-HR 0001085146-25-000379 filed by Affiance Financial, 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 123,865 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,863,759.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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