Skip to content
Disclosery

CGN Advisors LLC: SCHX position timeline

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

CGN Advisors LLC held 27,602 SCHX 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 27,602 shares
    Change vs previous 13F -84 shares

    0.06% of the 13F portfolio, value $812,327.

    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 27,686 shares
    Change vs previous 13F -25,151 shares

    0.06% of the 13F portfolio, value $709,869.

    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 52,837 shares
    Change vs previous 13F -5,415 shares

    0.11% of the 13F portfolio, value $1,421,844.

    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 58,252 shares
    Change vs previous 13F -2,646 shares

    0.13% of the 13F portfolio, value $1,534,358.

    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 60,898 shares
    Change vs previous 13F -955 shares

    0.13% of the 13F portfolio, value $1,488,347.

    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 61,853 shares
    Change vs previous 13F -9,683 shares

    0.13% of the 13F portfolio, value $1,365,715.

    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 71,536 shares
    Change vs previous 13F +45,383 shares

    0.16% of the 13F portfolio, value $1,658,205.

    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 26,153 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,774,482.

    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).