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Disclosery

Beacon Financial Advisory LLC: CGBL position timeline

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

Beacon Financial Advisory LLC held 36,456 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,456 shares
    Change vs previous 13F +1,095 shares

    0.27% of the 13F portfolio, value $1,383,851.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory 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 35,361 shares
    Change vs previous 13F -7,936 shares

    0.27% of the 13F portfolio, value $1,216,781.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory 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 43,297 shares
    Change vs previous 13F +337 shares

    0.35% of the 13F portfolio, value $1,529,673.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory 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 42,960 shares
    Change vs previous 13F +3,422 shares

    0.35% of the 13F portfolio, value $1,491,577.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory 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 39,538 shares
    Change vs previous 13F +8,006 shares

    0.34% of the 13F portfolio, value $1,322,141.

    13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory 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 31,532 shares
    Change vs previous 13F +9,477 shares

    0.3% of the 13F portfolio, value $976,851.

    13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory 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 22,055 shares
    Change vs previous 13F +2,141 shares

    0.22% of the 13F portfolio, value $689,649.

    13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory 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 19,914 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $618,336.

    13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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