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IFP Advisors, Inc: CGBL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IFP Advisors, Inc on CGBL, newest first. How the timeline and the estimate are built.

IFP Advisors, Inc held 347,015 CGBL 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 347,015 shares
    Change vs previous 13F +18,166 shares

    0.24% of the 13F portfolio, value $13,172,689.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 328,849 shares
    Change vs previous 13F +11,626 shares

    0.23% of the 13F portfolio, value $11,315,694.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 317,223 shares
    Change vs previous 13F +18,723 shares

    0.25% of the 13F portfolio, value $11,207,489.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 298,500 shares
    Change vs previous 13F +88,029 shares

    0.27% of the 13F portfolio, value $10,363,920.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 210,471 shares
    Change vs previous 13F +29,762 shares

    0.2% of the 13F portfolio, value $7,038,426.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 180,709 shares
    Change vs previous 13F +180,348 shares

    0.17% of the 13F portfolio, value $5,598,567.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 361 shares
    Change vs previous 13F -732 shares

    <0.01% of the 13F portfolio, value $11,290.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 1,093 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $33,939.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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