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CGN Advisors LLC: IBDR position timeline

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

CGN Advisors LLC held 39,457 IBDR 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 39,457 shares
    Change vs previous 13F -2,764 shares

    0.07% of the 13F portfolio, value $956,033.

    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 42,221 shares
    Change vs previous 13F -14,964 shares

    0.08% of the 13F portfolio, value $1,023,436.

    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 57,185 shares
    Change vs previous 13F -5,590 shares

    0.11% of the 13F portfolio, value $1,385,581.

    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 62,775 shares
    Change vs previous 13F -18,256 shares

    0.13% of the 13F portfolio, value $1,525,426.

    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 81,031 shares
    Change vs previous 13F -87,705 shares

    0.18% of the 13F portfolio, value $1,965,007.

    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 168,736 shares
    Change vs previous 13F +6,735 shares

    0.4% of the 13F portfolio, value $4,085,099.

    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 162,001 shares
    Change vs previous 13F +15,388 shares

    0.38% of the 13F portfolio, value $3,899,365.

    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 146,613 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,562,693.

    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).