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Alpha Financial Advisors, LLC: CGCP position timeline

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

Alpha Financial Advisors, LLC held 829,098 CGCP 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 829,098 shares
    Change vs previous 13F +767,169 shares

    5.16% of the 13F portfolio, value $18,480,590.

    13F-HR 0001972138-26-000003 filed by Alpha Financial 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 61,929 shares
    Change vs previous 13F -4,096 shares

    0.42% of the 13F portfolio, value $1,383,494.

    13F-HR 0001972138-26-000002 filed by Alpha Financial 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 66,025 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,494,806.

    13F-HR 0001972138-26-000001 filed by Alpha Financial 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 66,025 shares
    Change vs previous 13F +1,021 shares

    0.53% of the 13F portfolio, value $1,500,088.

    13F-HR 0001972138-25-000008 filed by Alpha Financial 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 65,004 shares
    Change vs previous 13F +141 shares

    0.57% of the 13F portfolio, value $1,462,590.

    13F-HR 0001972138-25-000004 filed by Alpha Financial 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 64,863 shares
    Change vs previous 13F +47,974 shares

    0.65% of the 13F portfolio, value $1,456,174.

    13F-HR 0001972138-25-000003 filed by Alpha Financial 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 16,889 shares
    Change vs previous 13F +3,468 shares

    0.17% of the 13F portfolio, value $374,936.

    13F-HR 0001972138-25-000001 filed by Alpha Financial 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 13,421 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $310,294.

    13F-HR 0001972138-24-000010 filed by Alpha Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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