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Disclosery

D.A. DAVIDSON & CO.: CGBL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on CGBL, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 338,733 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 338,733 shares
    Change vs previous 13F -13,993 shares

    0.07% of the 13F portfolio, value $12,858,306.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 352,726 shares
    Change vs previous 13F +57,423 shares

    0.07% of the 13F portfolio, value $12,137,307.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 295,303 shares
    Change vs previous 13F +17,593 shares

    0.06% of the 13F portfolio, value $10,433,061.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 277,710 shares
    Change vs previous 13F +14,648 shares

    0.06% of the 13F portfolio, value $9,642,098.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 263,062 shares
    Change vs previous 13F +26,772 shares

    0.06% of the 13F portfolio, value $8,796,801.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 236,290 shares
    Change vs previous 13F +25,941 shares

    0.06% of the 13F portfolio, value $7,320,264.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 210,349 shares
    Change vs previous 13F +14,796 shares

    0.05% of the 13F portfolio, value $6,577,613.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 195,553 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $6,071,921.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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