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IFP Advisors, Inc: CGSD position timeline

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

IFP Advisors, Inc held 85,481 CGSD 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 85,481 shares
    Change vs previous 13F -248 shares

    0.04% of the 13F portfolio, value $2,199,426.

    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 85,729 shares
    Change vs previous 13F +67,922 shares

    0.05% of the 13F portfolio, value $2,210,951.

    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 17,807 shares
    Change vs previous 13F +16,028 shares

    0.01% of the 13F portfolio, value $463,160.

    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 1,779 shares
    Change vs previous 13F +900 shares

    <0.01% of the 13F portfolio, value $46,218.

    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 879 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $22,799.

    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 869 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $22,438.

    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 861 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $22,065.

    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 850 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $22,014.

    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).