Johnson Bixby & Associates, LLC: CGBL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Johnson Bixby & Associates, LLC on CGBL, newest first. How the timeline and the estimate are built.
Johnson Bixby & Associates, LLC held 342,396 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 342,396 sharesChange vs previous 13F +19,124 shares
1.45% of the 13F portfolio, value $12,997,369.
13F-HR 0001844238-26-000004 filed by Johnson Bixby & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 323,272 sharesChange vs previous 13F +6,437 shares
1.38% of the 13F portfolio, value $11,123,798.
13F-HR 0001844238-26-000003 filed by Johnson Bixby & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 316,835 sharesChange vs previous 13F +63,697 shares
1.39% of the 13F portfolio, value $11,193,790.
13F-HR 0001844238-26-000001 filed by Johnson Bixby & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 253,138 sharesChange vs previous 13F +46,163 shares
1.13% of the 13F portfolio, value $8,788,956.
13F-HR 0001844238-25-000004 filed by Johnson Bixby & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 206,975 sharesChange vs previous 13F -1,236 shares
0.95% of the 13F portfolio, value $6,921,231.
13F-HR 0001085146-25-003925 filed by Johnson Bixby & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 208,211 sharesChange vs previous 13F +30,641 shares
0.96% of the 13F portfolio, value $6,450,383.
13F-HR 0001085146-25-002252 filed by Johnson Bixby & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 177,570 sharesChange vs previous 13F +80,925 shares
0.85% of the 13F portfolio, value $5,552,620.
13F-HR 0001085146-25-000320 filed by Johnson Bixby & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 96,645 sharesChange vs previous 13F not available
0.46% of the 13F portfolio, value $3,000,827.
13F-HR 0001085146-24-004833 filed by Johnson Bixby & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).