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Disclosery

CGC Financial Services, LLC: VUSB position timeline

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

CGC Financial Services, LLC held 16,161 VUSB 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 16,161 shares
    Change vs previous 13F +637 shares

    0.18% of the 13F portfolio, value $804,484.

    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 15,524 shares
    Change vs previous 13F -1,013 shares

    0.22% of the 13F portfolio, value $772,861.

    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 16,537 shares
    Change vs previous 13F -1,680 shares

    0.22% of the 13F portfolio, value $824,253.

    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 18,217 shares
    Change vs previous 13F -1,827 shares

    0.25% of the 13F portfolio, value $910,751.

    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 20,044 shares
    Change vs previous 13F +2,223 shares

    0.34% of the 13F portfolio, value $999,515.

    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 17,821 shares
    Change vs previous 13F -1,278 shares

    0.35% of the 13F portfolio, value $888,469.

    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 19,099 shares
    Change vs previous 13F -236 shares

    0.38% of the 13F portfolio, value $947,667.

    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 19,335 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $965,612.

    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).