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CGN Advisors LLC: DFAX position timeline

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

CGN Advisors LLC held 177,941 DFAX 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 177,941 shares
    Change vs previous 13F +1,302 shares

    0.48% of the 13F portfolio, value $6,555,333.

    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 176,639 shares
    Change vs previous 13F -4,391 shares

    0.47% of the 13F portfolio, value $6,000,435.

    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 181,030 shares
    Change vs previous 13F -12,875 shares

    0.47% of the 13F portfolio, value $5,925,111.

    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 193,905 shares
    Change vs previous 13F -2,583 shares

    0.5% of the 13F portfolio, value $6,084,750.

    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 196,488 shares
    Change vs previous 13F +5,047 shares

    0.52% of the 13F portfolio, value $5,770,855.

    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 191,441 shares
    Change vs previous 13F +22,610 shares

    0.49% of the 13F portfolio, value $5,015,753.

    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 168,831 shares
    Change vs previous 13F +6,456 shares

    0.41% of the 13F portfolio, value $4,197,146.

    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 162,375 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $4,385,739.

    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).