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CGN Advisors LLC: IQDG position timeline

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

CGN Advisors LLC held 142,289 IQDG 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 142,289 shares
    Change vs previous 13F -289,546 shares

    0.45% of the 13F portfolio, value $6,129,809.

    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 431,835 shares
    Change vs previous 13F -15,616 shares

    1.37% of the 13F portfolio, value $17,333,860.

    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 447,451 shares
    Change vs previous 13F -69,200 shares

    1.47% of the 13F portfolio, value $18,560,264.

    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 516,651 shares
    Change vs previous 13F -13,316 shares

    1.69% of the 13F portfolio, value $20,604,039.

    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 529,967 shares
    Change vs previous 13F +20,994 shares

    1.88% of the 13F portfolio, value $21,007,889.

    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 508,973 shares
    Change vs previous 13F -396,611 shares

    1.78% of the 13F portfolio, value $18,160,150.

    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 905,584 shares
    Change vs previous 13F +51,970 shares

    3.01% of the 13F portfolio, value $30,980,040.

    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 853,614 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $33,418,993.

    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).