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Disclosery

CGN Advisors LLC: IBDW position timeline

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

CGN Advisors LLC held 15,472 IBDW 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 15,472 shares
    Change vs previous 13F -1,899 shares

    0.02% of the 13F portfolio, value $322,441.

    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 17,371 shares
    Change vs previous 13F -13,011 shares

    0.03% of the 13F portfolio, value $363,569.

    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 30,382 shares
    Change vs previous 13F -2,433 shares

    0.05% of the 13F portfolio, value $642,577.

    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 32,815 shares
    Change vs previous 13F -24,017 shares

    0.06% of the 13F portfolio, value $696,334.

    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 56,832 shares
    Change vs previous 13F -104,783 shares

    0.11% of the 13F portfolio, value $1,195,737.

    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 161,615 shares
    Change vs previous 13F +5,971 shares

    0.33% of the 13F portfolio, value $3,353,506.

    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 155,644 shares
    Change vs previous 13F +17,502 shares

    0.31% of the 13F portfolio, value $3,167,348.

    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 138,142 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,931,374.

    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).