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CGN Advisors LLC: DFAI position timeline

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

CGN Advisors LLC held 98,039 DFAI 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 98,039 shares
    Change vs previous 13F -12,647 shares

    0.3% of the 13F portfolio, value $4,044,093.

    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 110,686 shares
    Change vs previous 13F -1,361 shares

    0.34% of the 13F portfolio, value $4,312,327.

    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 112,047 shares
    Change vs previous 13F +9,023 shares

    0.34% of the 13F portfolio, value $4,270,111.

    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 103,024 shares
    Change vs previous 13F +17,096 shares

    0.31% of the 13F portfolio, value $3,744,922.

    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 85,928 shares
    Change vs previous 13F -8,841 shares

    0.27% of the 13F portfolio, value $2,970,531.

    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 94,769 shares
    Change vs previous 13F -13,936 shares

    0.29% of the 13F portfolio, value $2,959,636.

    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 108,705 shares
    Change vs previous 13F +23,758 shares

    0.31% of the 13F portfolio, value $3,174,186.

    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 84,947 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,699,616.

    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).