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Disclosery

LongView Wealth Management: CGBL position timeline

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

LongView Wealth Management held 276,470 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 276,470 shares
    Change vs previous 13F +12,137 shares

    2.69% of the 13F portfolio, value $10,494,817.

    13F-HR 0001990190-26-000003 filed by LongView Wealth Management
    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 264,333 shares
    Change vs previous 13F +19,294 shares

    2.42% of the 13F portfolio, value $9,619,093.

    13F-HR 0001990190-26-000002 filed by LongView Wealth Management
    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 245,039 shares
    Change vs previous 13F +52,783 shares

    2.15% of the 13F portfolio, value $8,885,129.

    13F-HR 0001990190-26-000001 filed by LongView Wealth Management
    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 192,256 shares
    Change vs previous 13F +33,419 shares

    1.81% of the 13F portfolio, value $6,675,122.

    13F-HR 0001990190-25-000008 filed by LongView Wealth Management
    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 158,837 shares
    Change vs previous 13F +24,473 shares

    1.61% of the 13F portfolio, value $5,311,514.

    13F-HR 0001990190-25-000004 filed by LongView Wealth Management
    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 134,364 shares
    Change vs previous 13F +25,599 shares

    1.25% of the 13F portfolio, value $4,162,590.

    13F-HR 0001990190-25-000003 filed by LongView Wealth Management
    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 108,765 shares
    Change vs previous 13F +36,645 shares

    1.04% of the 13F portfolio, value $3,401,074.

    13F-HR 0001990190-25-000001 filed by LongView Wealth Management
    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 72,120 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,239,323.

    13F-HR 0001990190-24-000005 filed by LongView Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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