CGN Advisors LLC: SCHG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CGN Advisors LLC on SCHG, newest first. How the timeline and the estimate are built.
CGN Advisors LLC held 42,147 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-06.
the latest 13F is the newest step
- period ended2026-06-3013F 42,147 sharesChange vs previous 13F +574 shares
0.1% of the 13F portfolio, value $1,426,254.
13F-HR 0001841506-26-000004 filed by CGN Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 41,573 sharesChange vs previous 13F +2,073 shares
0.1% of the 13F portfolio, value $1,211,021.
13F-HR 0001841506-26-000003 filed by CGN Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 39,500 sharesChange vs previous 13F -759 shares
0.1% of the 13F portfolio, value $1,288,490.
13F-HR 0001841506-26-000001 filed by CGN Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 40,259 sharesChange vs previous 13F +8,948 shares
0.11% of the 13F portfolio, value $1,284,665.
13F-HR 0001841506-25-000008 filed by CGN Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 31,311 sharesChange vs previous 13F +2,296 shares
0.08% of the 13F portfolio, value $914,582.
13F-HR 0001841506-25-000005 filed by CGN Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 29,015 sharesChange vs previous 13F +1,152 shares
0.07% of the 13F portfolio, value $726,525.
13F-HR 0001841506-25-000002 filed by CGN Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 27,863 sharesChange vs previous 13F +20,336 shares
0.08% of the 13F portfolio, value $776,530.
13F-HR 0001841506-25-000001 filed by CGN Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,527 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $784,163.
13F-HR 0001841506-24-000008 filed by CGN Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).