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CGN Advisors LLC: SPYV position timeline

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

CGN Advisors LLC held 859,839 SPYV 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 859,839 shares
    Change vs previous 13F -19,333 shares

    3.82% of the 13F portfolio, value $52,269,606.

    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 879,172 shares
    Change vs previous 13F -5,301 shares

    3.93% of the 13F portfolio, value $49,743,555.

    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 884,473 shares
    Change vs previous 13F +4,662 shares

    3.98% of the 13F portfolio, value $50,246,891.

    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 879,811 shares
    Change vs previous 13F +49,194 shares

    4% of the 13F portfolio, value $48,679,941.

    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 830,617 shares
    Change vs previous 13F +62,652 shares

    3.88% of the 13F portfolio, value $43,474,486.

    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 767,965 shares
    Change vs previous 13F +13,215 shares

    3.84% of the 13F portfolio, value $39,219,960.

    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 754,750 shares
    Change vs previous 13F +44,699 shares

    3.75% of the 13F portfolio, value $38,597,914.

    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 710,051 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $37,533,278.

    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).