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Disclosery

Challenger Wealth Management: CGBL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Challenger Wealth Management on CGBL, newest first. How the timeline and the estimate are built.

Challenger Wealth Management held 125,580 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,580 shares
    Change vs previous 13F +1,284 shares

    3.51% of the 13F portfolio, value $4,767,006.

    13F-HR 0002057602-26-000003 filed by Challenger Wealth Management
    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 124,296 shares
    Change vs previous 13F -1,830 shares

    3.42% of the 13F portfolio, value $4,277,035.

    13F-HR 0002057602-26-000002 filed by Challenger Wealth Management
    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 126,126 shares
    Change vs previous 13F +9,134 shares

    3.4% of the 13F portfolio, value $4,456,042.

    13F-HR 0002057602-26-000001 filed by Challenger Wealth Management
    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 116,992 shares
    Change vs previous 13F +7,734 shares

    3.18% of the 13F portfolio, value $4,061,971.

    13F-HR 0002057602-25-000006 filed by Challenger Wealth Management
    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 109,258 shares
    Change vs previous 13F -7,068 shares

    2.53% of the 13F portfolio, value $3,653,578.

    13F-HR 0002057602-25-000004 filed by Challenger Wealth Management
    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 116,326 shares
    Change vs previous 13F +13,975 shares

    2.86% of the 13F portfolio, value $3,603,792.

    13F-HR 0002057602-25-000003 filed by Challenger Wealth Management
    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 102,351 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $3,200,528.

    13F-HR 0002057602-25-000001 filed by Challenger Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).