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Disclosery

CGN Advisors LLC: USMV position timeline

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

CGN Advisors LLC held 37,120 USMV 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 37,120 shares
    Change vs previous 13F -58 shares

    0.26% of the 13F portfolio, value $3,580,611.

    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 37,178 shares
    Change vs previous 13F -1,612 shares

    0.27% of the 13F portfolio, value $3,447,903.

    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 38,790 shares
    Change vs previous 13F +597 shares

    0.29% of the 13F portfolio, value $3,652,437.

    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 38,193 shares
    Change vs previous 13F +164 shares

    0.3% of the 13F portfolio, value $3,633,670.

    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 38,029 shares
    Change vs previous 13F -327 shares

    0.32% of the 13F portfolio, value $3,569,783.

    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 38,356 shares
    Change vs previous 13F -1,011 shares

    0.35% of the 13F portfolio, value $3,592,452.

    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 39,367 shares
    Change vs previous 13F +35 shares

    0.34% of the 13F portfolio, value $3,495,362.

    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 39,332 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,591,439.

    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).