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Disclosery

IAM Advisory, LLC: CGSD position timeline

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

IAM Advisory, LLC held 579,852 CGSD 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 579,852 shares
    Change vs previous 13F +11,833 shares

    2.91% of the 13F portfolio, value $14,919,603.

    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 568,019 shares
    Change vs previous 13F +10,937 shares

    3.28% of the 13F portfolio, value $14,649,200.

    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 557,082 shares
    Change vs previous 13F +14,895 shares

    3.22% of the 13F portfolio, value $14,489,704.

    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 542,187 shares
    Change vs previous 13F +18,259 shares

    3.17% of the 13F portfolio, value $14,086,021.

    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 523,928 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $13,588,080.

    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).