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Disclosery

LPL Financial LLC: CGBD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on CGBD, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 132,350 CGBD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,350 shares
    Change vs previous 13F -21,094 shares

    <0.01% of the 13F portfolio, value $1,393,647.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 153,444 shares
    Change vs previous 13F +43,543 shares

    <0.01% of the 13F portfolio, value $1,678,682.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 109,901 shares
    Change vs previous 13F +5,279 shares

    <0.01% of the 13F portfolio, value $1,372,669.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 104,622 shares
    Change vs previous 13F +14,213 shares

    <0.01% of the 13F portfolio, value $1,307,772.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 90,409 shares
    Change vs previous 13F +7,951 shares

    <0.01% of the 13F portfolio, value $1,236,801.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 82,458 shares
    Change vs previous 13F +20,549 shares

    <0.01% of the 13F portfolio, value $1,334,169.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    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 61,909 shares
    Change vs previous 13F -616 shares

    <0.01% of the 13F portfolio, value $1,110,024.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    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 62,525 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,061,047.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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