Skip to content
Disclosery

High Net Worth Advisory Group LLC: CGBL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of High Net Worth Advisory Group LLC on CGBL, newest first. How the timeline and the estimate are built.

High Net Worth Advisory Group LLC held 330,840 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 330,840 shares
    Change vs previous 13F +13,855 shares

    2.67% of the 13F portfolio, value $12,558,722.

    13F-HR 0001919142-26-000003 filed by High Net Worth Advisory Group 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 316,985 shares
    Change vs previous 13F +21,148 shares

    2.54% of the 13F portfolio, value $10,907,453.

    13F-HR 0001919142-26-000002 filed by High Net Worth Advisory Group 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 295,837 shares
    Change vs previous 13F +29,324 shares

    2.41% of the 13F portfolio, value $10,451,921.

    13F-HR 0001919142-26-000001 filed by High Net Worth Advisory Group 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 266,513 shares
    Change vs previous 13F +101,768 shares

    2.23% of the 13F portfolio, value $9,253,338.

    13F-HR 0001919142-25-000002 filed by High Net Worth Advisory Group 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 164,745 shares
    Change vs previous 13F +26,221 shares

    1.46% of the 13F portfolio, value $5,509,142.

    13F-HR 0001085146-25-003712 filed by High Net Worth Advisory Group 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 138,524 shares
    Change vs previous 13F +12,924 shares

    1.21% of the 13F portfolio, value $4,291,500.

    13F-HR 0001085146-25-001969 filed by High Net Worth Advisory Group 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 125,600 shares
    Change vs previous 13F +111,975 shares

    1.1% of the 13F portfolio, value $3,927,539.

    13F-HR 0001085146-25-000383 filed by High Net Worth Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,625 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $423,056.

    13F-HR 0001085146-24-004843 filed by High Net Worth Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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