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Disclosery

CGN Advisors LLC: SCHV position timeline

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

CGN Advisors LLC held 61,195 SCHV 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 61,195 shares
    Change vs previous 13F -823 shares

    0.16% of the 13F portfolio, value $2,130,190.

    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 62,018 shares
    Change vs previous 13F +1,480 shares

    0.15% of the 13F portfolio, value $1,891,542.

    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 60,538 shares
    Change vs previous 13F +2,236 shares

    0.14% of the 13F portfolio, value $1,792,524.

    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 58,302 shares
    Change vs previous 13F +16,258 shares

    0.14% of the 13F portfolio, value $1,697,165.

    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 42,044 shares
    Change vs previous 13F +1,432 shares

    0.1% of the 13F portfolio, value $1,163,368.

    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 40,612 shares
    Change vs previous 13F +1,346 shares

    0.11% of the 13F portfolio, value $1,079,461.

    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 39,266 shares
    Change vs previous 13F +26,267 shares

    0.1% of the 13F portfolio, value $1,023,659.

    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 12,999 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,044,730.

    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).