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IFP Advisors, Inc: CGIE position timeline

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

IFP Advisors, Inc held 62,784 CGIE 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 62,784 shares
    Change vs previous 13F +26,316 shares

    0.04% of the 13F portfolio, value $2,309,196.

    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 36,468 shares
    Change vs previous 13F +18,477 shares

    0.03% of the 13F portfolio, value $1,233,348.

    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 17,991 shares
    Change vs previous 13F +1,053 shares

    0.01% of the 13F portfolio, value $626,447.

    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 16,938 shares
    Change vs previous 13F +8,438 shares

    0.01% of the 13F portfolio, value $571,149.

    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 8,500 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $279,820.

    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).