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Koshinski Asset Management, Inc.: CGBL position timeline

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

Koshinski Asset Management, Inc. held 133,218 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,218 shares
    Change vs previous 13F -2,911 shares

    0.27% of the 13F portfolio, value $5,056,974.

    13F-HR 0001062993-26-003837 filed by Koshinski Asset Management, 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 136,129 shares
    Change vs previous 13F +19,819 shares

    0.29% of the 13F portfolio, value $4,684,214.

    13F-HR 0001062993-26-002158 filed by Koshinski Asset Management, 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 116,310 shares
    Change vs previous 13F -5,179 shares

    0.26% of the 13F portfolio, value $4,109,248.

    13F-HR 0001062993-26-000568 filed by Koshinski Asset Management, 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 121,489 shares
    Change vs previous 13F +56,879 shares

    0.28% of the 13F portfolio, value $4,218,091.

    13F-HR 0001062993-25-016594 filed by Koshinski Asset Management, 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 64,610 shares
    Change vs previous 13F +2,933 shares

    0.16% of the 13F portfolio, value $2,160,545.

    13F-HR 0001062993-25-013228 filed by Koshinski Asset Management, 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 61,677 shares
    Change vs previous 13F +24,476 shares

    0.16% of the 13F portfolio, value $1,910,741.

    13F-HR 0001062993-25-007987 filed by Koshinski Asset Management, 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 37,201 shares
    Change vs previous 13F +8,353 shares

    0.1% of the 13F portfolio, value $1,163,263.

    13F-HR 0001062993-25-000828 filed by Koshinski Asset Management, 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 28,848 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $895,741.

    13F-HR 0001062993-24-017524 filed by Koshinski Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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