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Goelzer Investment Management, Inc.: CFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goelzer Investment Management, Inc. on CFG, newest first. How the timeline and the estimate are built.

Goelzer Investment Management, Inc. held 149,448 CFG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,448 shares
    Change vs previous 13F -4,515 shares

    0.46% of the 13F portfolio, value $10,471,822.

    13F-HR 0001550057-26-000003 filed by Goelzer Investment Management, 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 153,963 shares
    Change vs previous 13F -491 shares

    0.45% of the 13F portfolio, value $9,233,191.

    13F-HR 0001550057-26-000002 filed by Goelzer Investment Management, 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 154,454 shares
    Change vs previous 13F +1,479 shares

    0.42% of the 13F portfolio, value $9,021,680.

    13F-HR 0001550057-26-000001 filed by Goelzer Investment Management, 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 152,975 shares
    Change vs previous 13F -2,781 shares

    0.43% of the 13F portfolio, value $8,132,139.

    13F-HR 0001085146-25-005926 filed by Goelzer Investment Management, 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 155,756 shares
    Change vs previous 13F -839 shares

    0.38% of the 13F portfolio, value $6,970,091.

    13F-HR 0001085146-25-003611 filed by Goelzer Investment Management, 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/A 156,595 shares
    Change vs previous 13F -44,582 shares

    0.37% of the 13F portfolio, value $6,415,709.

    13F-HR/A 0001085146-25-002400 filed by Goelzer Investment Management, Inc.
    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 201,177 shares
    Change vs previous 13F -5,123 shares

    0.51% of the 13F portfolio, value $8,803,524.

    13F-HR 0001085146-25-000355 filed by Goelzer Investment Management, Inc.
    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 206,300 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $8,472,751.

    13F-HR 0001085146-24-004632 filed by Goelzer Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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