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Disclosery

KWB Wealth: CGBL position timeline

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

KWB Wealth held 925,891 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 925,891 shares
    Change vs previous 13F +254,970 shares

    3.01% of the 13F portfolio, value $35,146,825.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 670,921 shares
    Change vs previous 13F -2,537 shares

    2.34% of the 13F portfolio, value $23,703,643.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 673,458 shares
    Change vs previous 13F +307,615 shares

    2.25% of the 13F portfolio, value $23,793,262.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 365,843 shares
    Change vs previous 13F +133,472 shares

    1.35% of the 13F portfolio, value $12,233,777.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 232,371 shares
    Change vs previous 13F +94,064 shares

    0.87% of the 13F portfolio, value $7,198,860.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 138,307 shares
    Change vs previous 13F +117,697 shares

    0.52% of the 13F portfolio, value $4,324,859.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 20,610 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $639,941.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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