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Disclosery

CGC Financial Services, LLC: V position timeline

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

CGC Financial Services, LLC held 465 V shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 465 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $159,537.

    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).

  2. period ended2026-03-31
    13F 465 shares
    Change vs previous 13F +84 shares

    0.04% of the 13F portfolio, value $140,542.

    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).

  3. period ended2025-12-31
    13F 381 shares
    Change vs previous 13F +281 shares

    0.04% of the 13F portfolio, value $133,621.

    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).

  4. period ended2025-09-30
    13F 100 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $34,138.

    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).

  5. period ended2025-06-30
    13F 100 shares
    Change vs previous 13F -36 shares

    0.01% of the 13F portfolio, value $35,505.

    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).

  6. period ended2025-03-31
    13F 136 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $47,663.

    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).

  7. period ended2024-12-31
    13F 135 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $42,665.

    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).

  8. period ended2024-09-30
    13F 135 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $37,118.

    13F-HR 0001992785-24-000006 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).