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Bleakley Financial Group, LLC: CGSD position timeline

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

Bleakley Financial Group, LLC held 24,209 CGSD 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 24,209 shares
    Change vs previous 13F -4,519 shares

    0.01% of the 13F portfolio, value $622,898.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 28,728 shares
    Change vs previous 13F -1,354 shares

    0.01% of the 13F portfolio, value $740,895.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 30,082 shares
    Change vs previous 13F -5,212 shares

    0.01% of the 13F portfolio, value $782,433.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 35,294 shares
    Change vs previous 13F -2,938 shares

    0.02% of the 13F portfolio, value $916,938.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 38,232 shares
    Change vs previous 13F -7,120 shares

    0.03% of the 13F portfolio, value $991,547.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 45,352 shares
    Change vs previous 13F -3,276 shares

    0.04% of the 13F portfolio, value $1,170,535.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 48,628 shares
    Change vs previous 13F +1,345 shares

    0.04% of the 13F portfolio, value $1,246,822.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 47,283 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,225,103.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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