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Disclosery

LifePro Asset Management: CFG position timeline

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

LifePro Asset Management held 19,280 CFG shares at 2024-09-30 per its 13F-HR filed 2024-10-09.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 19,280 shares
    Change vs previous 13F -829 shares

    0.48% of the 13F portfolio, value $791,830.

    13F-HR 0001213900-24-086507 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 20,109 shares
    Change vs previous 13F -12,174 shares

    0.52% of the 13F portfolio, value $724,527.

    13F-HR 0001213900-24-060518 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 32,283 shares
    Change vs previous 13F -88,430 shares

    0.77% of the 13F portfolio, value $1,171,550.

    13F-HR 0001213900-24-036051 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 120,713 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $4,000,429.

    13F-HR 0001213900-24-014539 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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