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Main Line Retirement Advisors, LLC: CGCV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Main Line Retirement Advisors, LLC on CGCV, newest first. How the timeline and the estimate are built.

Main Line Retirement Advisors, LLC held 25,155 CGCV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,155 shares
    Change vs previous 13F +93 shares

    0.38% of the 13F portfolio, value $825,583.

    13F-HR 0001809416-26-000004 filed by Main Line Retirement Advisors, 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 25,062 shares
    Change vs previous 13F +5,189 shares

    0.37% of the 13F portfolio, value $747,090.

    13F-HR 0001809416-26-000003 filed by Main Line Retirement Advisors, 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/A 19,873 shares
    Change vs previous 13F +3,889 shares

    0.31% of the 13F portfolio, value $605,920.

    13F-HR/A 0001809416-26-000002 filed by Main Line Retirement Advisors, 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 15,984 shares
    Change vs previous 13F +545 shares

    0.25% of the 13F portfolio, value $481,268.

    13F-HR 0001809416-25-000009 filed by Main Line Retirement Advisors, 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 15,439 shares
    Change vs previous 13F -505,224 shares

    0.25% of the 13F portfolio, value $441,547.

    13F-HR 0001809416-25-000008 filed by Main Line Retirement Advisors, 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 520,663 shares
    Change vs previous 13F +12,896 shares

    9.17% of the 13F portfolio, value $14,117,777.

    13F-HR 0001809416-25-000007 filed by Main Line Retirement Advisors, 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 507,767 shares
    Change vs previous 13F not available

    8.88% of the 13F portfolio, value $13,476,136.

    13F-HR 0001809416-25-000002 filed by Main Line Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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