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Disclosery

CGN Advisors LLC: IBTL position timeline

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

CGN Advisors LLC held 18,964 IBTL 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 18,964 shares
    Change vs previous 13F +68 shares

    0.03% of the 13F portfolio, value $382,883.

    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 18,896 shares
    Change vs previous 13F +3,161 shares

    0.03% of the 13F portfolio, value $385,458.

    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 15,735 shares
    Change vs previous 13F +2,424 shares

    0.03% of the 13F portfolio, value $322,961.

    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 13,311 shares
    Change vs previous 13F +24 shares

    0.02% of the 13F portfolio, value $273,807.

    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 13,287 shares
    Change vs previous 13F +73 shares

    0.02% of the 13F portfolio, value $272,384.

    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 13,214 shares
    Change vs previous 13F +36 shares

    0.03% of the 13F portfolio, value $268,641.

    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 13,178 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $260,924.

    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).