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HAGER INVESTMENT MANAGEMENT SERVICES, LLC: CFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HAGER INVESTMENT MANAGEMENT SERVICES, LLC on CFG, newest first. How the timeline and the estimate are built.

HAGER INVESTMENT MANAGEMENT SERVICES, LLC held 38,224 CFG 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 38,224 shares
    Change vs previous 13F +1,755 shares

    1.23% of the 13F portfolio, value $2,678,356.

    13F-HR 0002026645-26-000003 filed by HAGER INVESTMENT MANAGEMENT SERVICES, 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 36,469 shares
    Change vs previous 13F +9,098 shares

    1.2% of the 13F portfolio, value $2,187,046.

    13F-HR 0002026645-26-000002 filed by HAGER INVESTMENT MANAGEMENT SERVICES, 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 27,371 shares
    Change vs previous 13F +6,047 shares

    0.87% of the 13F portfolio, value $1,598,740.

    13F-HR 0002026645-26-000001 filed by HAGER INVESTMENT MANAGEMENT SERVICES, 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 21,324 shares
    Change vs previous 13F +7,344 shares

    0.61% of the 13F portfolio, value $1,133,584.

    13F-HR 0002026645-25-000008 filed by HAGER INVESTMENT MANAGEMENT SERVICES, 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 13,980 shares
    Change vs previous 13F +3,660 shares

    0.37% of the 13F portfolio, value $625,605.

    13F-HR 0002026645-25-000005 filed by HAGER INVESTMENT MANAGEMENT SERVICES, LLC
    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 10,320 shares
    Change vs previous 13F +4,905 shares

    0.3% of the 13F portfolio, value $422,810.

    13F-HR 0002026645-25-000003 filed by HAGER INVESTMENT MANAGEMENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,415 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $236,960.

    13F-HR 0002026645-25-000002 filed by HAGER INVESTMENT MANAGEMENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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