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CGN Advisors LLC: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CGN Advisors LLC on DFAE, newest first. How the timeline and the estimate are built.

CGN Advisors LLC held 71,351 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,351 shares
    Change vs previous 13F -12,535 shares

    0.21% of the 13F portfolio, value $2,869,033.

    13F-HR 0001841506-26-000004 filed by CGN Advisors 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 83,886 shares
    Change vs previous 13F -1,403 shares

    0.22% of the 13F portfolio, value $2,840,380.

    13F-HR 0001841506-26-000003 filed by CGN Advisors 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 85,289 shares
    Change vs previous 13F +5,827 shares

    0.22% of the 13F portfolio, value $2,777,863.

    13F-HR 0001841506-26-000001 filed by CGN Advisors 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 79,462 shares
    Change vs previous 13F +288 shares

    0.21% of the 13F portfolio, value $2,505,437.

    13F-HR 0001841506-25-000008 filed by CGN Advisors 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 79,174 shares
    Change vs previous 13F +199 shares

    0.2% of the 13F portfolio, value $2,292,087.

    13F-HR 0001841506-25-000005 filed by CGN Advisors 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 78,975 shares
    Change vs previous 13F -651 shares

    0.2% of the 13F portfolio, value $2,044,663.

    13F-HR 0001841506-25-000002 filed by CGN Advisors 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 79,626 shares
    Change vs previous 13F +11,303 shares

    0.2% of the 13F portfolio, value $2,020,112.

    13F-HR 0001841506-25-000001 filed by CGN Advisors 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 68,323 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,872,733.

    13F-HR 0001841506-24-000008 filed by CGN Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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