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Disclosery

CGN Advisors LLC: DFSI position timeline

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

CGN Advisors LLC held 23,017 DFSI 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 23,017 shares
    Change vs previous 13F -1,300 shares

    0.08% of the 13F portfolio, value $1,038,051.

    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 24,317 shares
    Change vs previous 13F +1,627 shares

    0.08% of the 13F portfolio, value $1,031,057.

    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 22,690 shares
    Change vs previous 13F +1,263 shares

    0.08% of the 13F portfolio, value $972,163.

    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 21,427 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $877,440.

    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).