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Disclosery

KPP Advisory Services LLC: CGBL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KPP Advisory Services LLC on CGBL, newest first. How the timeline and the estimate are built.

KPP Advisory Services LLC held 20,981 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,981 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $796,437.

    13F-HR 0002085853-26-000853 filed by KPP Advisory Services LLC
    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 20,981 shares
    Change vs previous 13F +2,881 shares

    0.1% of the 13F portfolio, value $721,958.

    13F-HR 0002085853-26-000495 filed by KPP Advisory Services LLC
    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 18,100 shares
    Change vs previous 13F -28 shares

    0.09% of the 13F portfolio, value $639,473.

    13F-HR 0002085853-26-000162 filed by KPP Advisory Services LLC
    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 18,128 shares
    Change vs previous 13F +595 shares

    0.09% of the 13F portfolio, value $629,403.

    13F-HR 0002085853-25-000214 filed by KPP Advisory Services LLC
    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/A 17,533 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $586,304.

    13F-HR/A 0001667731-25-001015 filed by KPP Advisory Services LLC
    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 17,533 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $543,173.

    13F-HR 0001667731-25-000500 filed by KPP Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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