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HAGER INVESTMENT MANAGEMENT SERVICES, LLC: CGBD position timeline

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

HAGER INVESTMENT MANAGEMENT SERVICES, LLC held 182,377 CGBD 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 182,377 shares
    Change vs previous 13F -18,110 shares

    0.88% of the 13F portfolio, value $1,920,433.

    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 200,487 shares
    Change vs previous 13F -23,717 shares

    1.21% of the 13F portfolio, value $2,193,330.

    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 224,204 shares
    Change vs previous 13F -12,254 shares

    1.53% of the 13F portfolio, value $2,800,302.

    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 236,458 shares
    Change vs previous 13F +195 shares

    1.6% of the 13F portfolio, value $2,955,722.

    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 236,263 shares
    Change vs previous 13F +10,097 shares

    1.93% of the 13F portfolio, value $3,232,084.

    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 226,166 shares
    Change vs previous 13F -2,101 shares

    2.56% of the 13F portfolio, value $3,659,359.

    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 228,267 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $4,092,828.

    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).