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CGN Advisors LLC: DFAS position timeline

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

CGN Advisors LLC held 197,455 DFAS 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 197,455 shares
    Change vs previous 13F +64,093 shares

    1.19% of the 13F portfolio, value $16,258,452.

    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 133,362 shares
    Change vs previous 13F -3,163 shares

    0.75% of the 13F portfolio, value $9,486,005.

    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 136,525 shares
    Change vs previous 13F -8,340 shares

    0.75% of the 13F portfolio, value $9,511,724.

    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 144,865 shares
    Change vs previous 13F -259 shares

    0.82% of the 13F portfolio, value $9,917,484.

    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 145,124 shares
    Change vs previous 13F +14,326 shares

    0.83% of the 13F portfolio, value $9,245,875.

    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 130,798 shares
    Change vs previous 13F +27,365 shares

    0.76% of the 13F portfolio, value $7,815,204.

    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 103,433 shares
    Change vs previous 13F -2,464 shares

    0.65% of the 13F portfolio, value $6,731,420.

    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 105,897 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $6,868,479.

    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).