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Disclosery

CGN Advisors LLC: USRT position timeline

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

CGN Advisors LLC held 5,433 USRT 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 5,433 shares
    Change vs previous 13F -1,635 shares

    0.03% of the 13F portfolio, value $360,991.

    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 7,068 shares
    Change vs previous 13F -1,290 shares

    0.03% of the 13F portfolio, value $418,327.

    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 8,358 shares
    Change vs previous 13F -1,044 shares

    0.04% of the 13F portfolio, value $476,045.

    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 9,402 shares
    Change vs previous 13F -233 shares

    0.05% of the 13F portfolio, value $552,058.

    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 9,635 shares
    Change vs previous 13F +303 shares

    0.05% of the 13F portfolio, value $544,977.

    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 9,332 shares
    Change vs previous 13F -966 shares

    0.05% of the 13F portfolio, value $537,545.

    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 10,298 shares
    Change vs previous 13F -2,421 shares

    0.06% of the 13F portfolio, value $590,201.

    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 12,719 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $783,133.

    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).