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Disclosery

CGN Advisors LLC: IWF position timeline

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

CGN Advisors LLC held 24,188 IWF 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 24,188 shares
    Change vs previous 13F +17,946 shares

    0.22% of the 13F portfolio, value $3,003,424.

    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 6,242 shares
    Change vs previous 13F -43 shares

    0.21% of the 13F portfolio, value $2,661,589.

    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 6,285 shares
    Change vs previous 13F -142 shares

    0.24% of the 13F portfolio, value $2,974,691.

    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 6,427 shares
    Change vs previous 13F -102 shares

    0.25% of the 13F portfolio, value $3,010,471.

    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 6,529 shares
    Change vs previous 13F -51 shares

    0.25% of the 13F portfolio, value $2,772,147.

    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 6,580 shares
    Change vs previous 13F +113 shares

    0.23% of the 13F portfolio, value $2,375,972.

    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 6,467 shares
    Change vs previous 13F -4 shares

    0.25% of the 13F portfolio, value $2,597,018.

    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 6,471 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,429,084.

    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).