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Disclosery

CGN Advisors LLC: SCHB position timeline

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

CGN Advisors LLC held 64,224 SCHB 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 64,224 shares
    Change vs previous 13F -1,135 shares

    0.14% of the 13F portfolio, value $1,859,928.

    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 65,359 shares
    Change vs previous 13F -1,837 shares

    0.13% of the 13F portfolio, value $1,640,512.

    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 67,196 shares
    Change vs previous 13F -571 shares

    0.14% of the 13F portfolio, value $1,762,552.

    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 67,767 shares
    Change vs previous 13F -1,007 shares

    0.14% of the 13F portfolio, value $1,742,291.

    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 68,774 shares
    Change vs previous 13F -16,133 shares

    0.15% of the 13F portfolio, value $1,638,885.

    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 84,907 shares
    Change vs previous 13F -3,687 shares

    0.18% of the 13F portfolio, value $1,828,045.

    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 88,594 shares
    Change vs previous 13F +59,037 shares

    0.2% of the 13F portfolio, value $2,011,081.

    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 29,557 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,966,123.

    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).