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Center For Asset Management LLC: CFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Center For Asset Management LLC on CFG, newest first. How the timeline and the estimate are built.

Center For Asset Management LLC held 13,812 CFG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,812 shares
    Change vs previous 13F +145 shares

    0.43% of the 13F portfolio, value $967,736.

    13F-HR 0001214659-26-008932 filed by Center For Asset Management 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 13,667 shares
    Change vs previous 13F +622 shares

    0.41% of the 13F portfolio, value $819,658.

    13F-HR 0001214659-26-004744 filed by Center For Asset Management 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 13,045 shares
    Change vs previous 13F -1,785 shares

    0.4% of the 13F portfolio, value $761,971.

    13F-HR 0001214659-26-000706 filed by Center For Asset Management 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 14,830 shares
    Change vs previous 13F +14,830 shares

    0.42% of the 13F portfolio, value $788,389.

    13F-HR 0001214659-25-016948 filed by Center For Asset Management 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 0 shares
    Change vs previous 13F -15,533 shares

    13F-HR 0001214659-25-010815 filed by Center For Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 15,533 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $636,387.

    13F-HR 0001214659-25-006201 filed by Center For Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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