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Disclosery

Fiduciary Alliance LLC: CGCB position timeline

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

Fiduciary Alliance LLC held 135,719 CGCB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,719 shares
    Change vs previous 13F -427 shares

    0.24% of the 13F portfolio, value $3,553,123.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 136,146 shares
    Change vs previous 13F +6,332 shares

    0.22% of the 13F portfolio, value $3,599,700.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 129,814 shares
    Change vs previous 13F +5,963 shares

    0.22% of the 13F portfolio, value $3,442,667.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 123,851 shares
    Change vs previous 13F +980 shares

    0.22% of the 13F portfolio, value $3,291,960.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 122,871 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,231,507.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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