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FRG Family Wealth Advisors LLC: CEG position timeline

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

FRG Family Wealth Advisors LLC held 14,851 CEG shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 14,851 shares
    Change vs previous 13F -545 shares

    0.68% of the 13F portfolio, value $4,147,142.

    13F-HR 0001893327-26-000002 filed by FRG Family Wealth 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 ended2025-12-31
    13F 15,396 shares
    Change vs previous 13F +3,007 shares

    0.84% of the 13F portfolio, value $5,438,945.

    13F-HR 0001893327-26-000001 filed by FRG Family Wealth 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 ended2025-09-30
    13F 12,389 shares
    Change vs previous 13F +2,261 shares

    0.66% of the 13F portfolio, value $4,076,848.

    13F-HR 0001893327-25-000008 filed by FRG Family Wealth 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 ended2025-06-30
    13F 10,128 shares
    Change vs previous 13F +500 shares

    0.57% of the 13F portfolio, value $3,268,913.

    13F-HR 0001893327-25-000005 filed by FRG Family Wealth 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 ended2025-03-31
    13F 9,628 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,941,294.

    13F-HR 0001893327-25-000002 filed by FRG Family Wealth 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 ended2024-12-31
    13F 9,628 shares
    Change vs previous 13F +145 shares

    0.39% of the 13F portfolio, value $2,153,880.

    13F-HR 0001893327-25-000001 filed by FRG Family Wealth 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 ended2024-09-30
    13F 9,483 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $2,465,770.

    13F-HR 0001893327-24-000005 filed by FRG Family Wealth 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 ended2024-06-30
    13F 9,483 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,716,802.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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