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Disclosery

CGC Financial Services, LLC: BIV position timeline

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

CGC Financial Services, LLC held 25,055 BIV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,055 shares
    Change vs previous 13F +2,714 shares

    0.4% of the 13F portfolio, value $1,825,507.

    13F-HR 0001992785-26-000006 filed by CGC Financial Services, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,341 shares
    Change vs previous 13F -2,149 shares

    0.39% of the 13F portfolio, value $1,713,555.

    13F-HR 0001992785-26-000004 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 24,490 shares
    Change vs previous 13F +3,514 shares

    0.55% of the 13F portfolio, value $1,890,138.

    13F-HR 0001992785-26-000003 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 20,976 shares
    Change vs previous 13F +4,964 shares

    0.44% of the 13F portfolio, value $1,633,611.

    13F-HR 0001992785-26-000001 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,012 shares
    Change vs previous 13F +1,966 shares

    0.34% of the 13F portfolio, value $1,250,377.

    13F-HR 0001992785-25-000007 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 14,046 shares
    Change vs previous 13F -1,184 shares

    0.37% of the 13F portfolio, value $1,086,318.

    13F-HR 0001992785-25-000004 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 15,230 shares
    Change vs previous 13F -635 shares

    0.46% of the 13F portfolio, value $1,166,161.

    13F-HR 0001992785-25-000003 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 15,865 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,185,591.

    13F-HR 0001992785-25-000001 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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