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Disclosery

CGN Advisors LLC: XBB position timeline

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

CGN Advisors LLC held 14,534 XBB 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 14,534 shares
    Change vs previous 13F +885 shares

    0.04% of the 13F portfolio, value $595,821.

    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 13,649 shares
    Change vs previous 13F -4,219 shares

    0.04% of the 13F portfolio, value $555,378.

    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 17,868 shares
    Change vs previous 13F +604 shares

    0.06% of the 13F portfolio, value $735,168.

    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 17,264 shares
    Change vs previous 13F -1,280 shares

    0.06% of the 13F portfolio, value $713,780.

    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 18,544 shares
    Change vs previous 13F +478 shares

    0.07% of the 13F portfolio, value $763,772.

    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 18,066 shares
    Change vs previous 13F -74 shares

    0.07% of the 13F portfolio, value $730,408.

    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 18,140 shares
    Change vs previous 13F +1,761 shares

    0.07% of the 13F portfolio, value $725,852.

    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 16,379 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $673,334.

    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).