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Householder Group Estate & Retirement Specialist, LLC: CGBL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Householder Group Estate & Retirement Specialist, LLC on CGBL, newest first. How the timeline and the estimate are built.

Householder Group Estate & Retirement Specialist, LLC held 11,899 CGBL shares at 2024-12-31 per its 13F-HR filed 2025-01-15.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 11,899 shares
    Change vs previous 13F -5,825 shares

    0.28% of the 13F portfolio, value $372,000.

    13F-HR 0001881590-25-000001 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 17,724 shares
    Change vs previous 13F +6,667 shares

    0.16% of the 13F portfolio, value $550,000.

    13F-HR 0001881590-24-000005 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 11,057 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $328,000.

    13F-HR 0001881590-24-000003 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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