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IAM Advisory, LLC: CGCP position timeline

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

IAM Advisory, LLC held 1,300,230 CGCP shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,300,230 shares
    Change vs previous 13F +25,359 shares

    5.65% of the 13F portfolio, value $28,982,117.

    13F-HR 0001951757-26-001001 filed by IAM Advisory, 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 1,274,871 shares
    Change vs previous 13F +17,388 shares

    6.38% of the 13F portfolio, value $28,480,627.

    13F-HR 0001951757-26-000576 filed by IAM Advisory, 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 1,257,483 shares
    Change vs previous 13F +36,818 shares

    6.33% of the 13F portfolio, value $28,469,410.

    13F-HR 0001951757-26-000017 filed by IAM Advisory, 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 1,220,665 shares
    Change vs previous 13F +19,935 shares

    6.24% of the 13F portfolio, value $27,733,511.

    13F-HR 0001951757-25-001179 filed by IAM Advisory, 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 1,200,730 shares
    Change vs previous 13F +36,999 shares

    6.49% of the 13F portfolio, value $27,016,418.

    13F-HR 0001951757-25-000585 filed by IAM Advisory, 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 1,163,731 shares
    Change vs previous 13F +22,167 shares

    6.79% of the 13F portfolio, value $26,125,766.

    13F-HR 0001951757-25-000329 filed by IAM Advisory, 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 1,141,564 shares
    Change vs previous 13F +45,181 shares

    6.42% of the 13F portfolio, value $25,342,732.

    13F-HR 0001951757-25-000046 filed by IAM Advisory, 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 1,096,383 shares
    Change vs previous 13F not available

    6.41% of the 13F portfolio, value $25,348,367.

    13F-HR 0001951757-24-000971 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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