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Disclosery

CGN Advisors LLC: SCHD position timeline

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

CGN Advisors LLC held 26,485 SCHD 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 26,485 shares
    Change vs previous 13F -629 shares

    0.06% of the 13F portfolio, value $839,831.

    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 27,114 shares
    Change vs previous 13F -2,069 shares

    0.07% of the 13F portfolio, value $831,858.

    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 29,183 shares
    Change vs previous 13F -1,847 shares

    0.06% of the 13F portfolio, value $800,485.

    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 31,030 shares
    Change vs previous 13F +6,613 shares

    0.07% of the 13F portfolio, value $847,109.

    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 24,417 shares
    Change vs previous 13F +2,574 shares

    0.06% of the 13F portfolio, value $647,063.

    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 21,843 shares
    Change vs previous 13F -4,847 shares

    0.06% of the 13F portfolio, value $610,744.

    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 26,690 shares
    Change vs previous 13F +16,797 shares

    0.07% of the 13F portfolio, value $729,161.

    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 9,893 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $836,224.

    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).