Skip to content
Disclosery

CGN Advisors LLC: ITOT position timeline

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

CGN Advisors LLC held 5,352 ITOT 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 5,352 shares
    Change vs previous 13F -198 shares

    0.06% of the 13F portfolio, value $879,173.

    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 5,550 shares
    Change vs previous 13F +148 shares

    0.06% of the 13F portfolio, value $790,487.

    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 5,402 shares
    Change vs previous 13F -161 shares

    0.06% of the 13F portfolio, value $803,223.

    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 5,563 shares
    Change vs previous 13F -42 shares

    0.07% of the 13F portfolio, value $810,251.

    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 5,605 shares
    Change vs previous 13F +36 shares

    0.07% of the 13F portfolio, value $756,899.

    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 5,569 shares
    Change vs previous 13F -483 shares

    0.07% of the 13F portfolio, value $679,474.

    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 6,052 shares
    Change vs previous 13F -198 shares

    0.08% of the 13F portfolio, value $778,408.

    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 6,250 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $785,125.

    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).