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Disclosery

Financial Perspectives, Inc: CGBL position timeline

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

Financial Perspectives, Inc held 15,490 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 15,490 shares
    Change vs previous 13F +6,124 shares

    0.14% of the 13F portfolio, value $587,998.

    13F-HR 0002003287-26-000003 filed by Financial Perspectives, Inc
    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 9,366 shares
    Change vs previous 13F +1,083 shares

    0.09% of the 13F portfolio, value $322,289.

    13F-HR 0002003287-26-000002 filed by Financial Perspectives, Inc
    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 8,283 shares
    Change vs previous 13F +1,075 shares

    0.08% of the 13F portfolio, value $292,643.

    13F-HR 0002003287-26-000001 filed by Financial Perspectives, Inc
    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 7,208 shares
    Change vs previous 13F +1,387 shares

    0.07% of the 13F portfolio, value $250,265.

    13F-HR 0002003287-25-000006 filed by Financial Perspectives, Inc
    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 5,821 shares
    Change vs previous 13F +4,035 shares

    0.06% of the 13F portfolio, value $194,670.

    13F-HR 0002003287-25-000004 filed by Financial Perspectives, Inc
    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 1,786 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $55,330.

    13F-HR 0002003287-25-000003 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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