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Burton Enright Welch: CGIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Burton Enright Welch on CGIE, newest first. How the timeline and the estimate are built.

Burton Enright Welch held 142,416 CGIE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,416 shares
    Change vs previous 13F -5,609 shares

    0.62% of the 13F portfolio, value $5,238,074.

    13F-HR 0002105919-26-000020 filed by Burton Enright Welch
    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 148,025 shares
    Change vs previous 13F +8,886 shares

    0.68% of the 13F portfolio, value $5,006,218.

    13F-HR 0002105919-26-000019 filed by Burton Enright Welch
    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 139,139 shares
    Change vs previous 13F +14,614 shares

    0.68% of the 13F portfolio, value $4,844,833.

    13F-HR 0002105919-26-000002 filed by Burton Enright Welch
    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 124,525 shares
    Change vs previous 13F -1,235 shares

    0.63% of the 13F portfolio, value $4,198,967.

    13F-HR 0002105919-26-000018 filed by Burton Enright Welch
    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 125,760 shares
    Change vs previous 13F +66,197 shares

    0.72% of the 13F portfolio, value $4,140,763.

    13F-HR 0002105919-26-000017 filed by Burton Enright Welch
    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 59,563 shares
    Change vs previous 13F +22,100 shares

    0.36% of the 13F portfolio, value $1,746,388.

    13F-HR 0002105919-26-000016 filed by Burton Enright Welch
    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 37,463 shares
    Change vs previous 13F +2,233 shares

    0.22% of the 13F portfolio, value $1,030,608.

    13F-HR 0002105919-26-000015 filed by Burton Enright Welch
    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 35,230 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,069,583.

    13F-HR 0002105919-26-000014 filed by Burton Enright Welch
    Filed (acceptance time not in the bulk data set), ingested

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