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Disclosery

CGN Advisors LLC: IBDV position timeline

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

CGN Advisors LLC held 22,383 IBDV 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 22,383 shares
    Change vs previous 13F -1,817 shares

    0.04% of the 13F portfolio, value $487,943.

    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 24,200 shares
    Change vs previous 13F -12,590 shares

    0.04% of the 13F portfolio, value $529,738.

    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 36,790 shares
    Change vs previous 13F -2,543 shares

    0.06% of the 13F portfolio, value $811,948.

    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 39,333 shares
    Change vs previous 13F -19,984 shares

    0.07% of the 13F portfolio, value $871,221.

    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 59,317 shares
    Change vs previous 13F -99,776 shares

    0.12% of the 13F portfolio, value $1,303,778.

    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 159,093 shares
    Change vs previous 13F +6,186 shares

    0.34% of the 13F portfolio, value $3,455,504.

    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 152,907 shares
    Change vs previous 13F +16,164 shares

    0.32% of the 13F portfolio, value $3,266,096.

    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 136,743 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,031,592.

    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).