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CGN Advisors LLC: IBDT position timeline

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

CGN Advisors LLC held 44,928 IBDT 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 44,928 shares
    Change vs previous 13F -1,051 shares

    0.08% of the 13F portfolio, value $1,134,424.

    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 45,979 shares
    Change vs previous 13F -10,464 shares

    0.09% of the 13F portfolio, value $1,164,639.

    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 56,443 shares
    Change vs previous 13F -988 shares

    0.11% of the 13F portfolio, value $1,436,761.

    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 57,431 shares
    Change vs previous 13F -11,399 shares

    0.12% of the 13F portfolio, value $1,465,636.

    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 68,830 shares
    Change vs previous 13F -85,241 shares

    0.16% of the 13F portfolio, value $1,749,646.

    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 154,071 shares
    Change vs previous 13F +6,987 shares

    0.38% of the 13F portfolio, value $3,891,830.

    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 147,084 shares
    Change vs previous 13F +12,399 shares

    0.36% of the 13F portfolio, value $3,662,380.

    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 134,685 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,438,518.

    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).