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Mutual Advisors, LLC: CGBL position timeline

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

Mutual Advisors, LLC held 164,708 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,708 shares
    Change vs previous 13F +76,338 shares

    0.12% of the 13F portfolio, value $6,252,326.

    13F-HR 0001986152-26-000154 filed by Mutual 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 88,370 shares
    Change vs previous 13F +29,638 shares

    0.07% of the 13F portfolio, value $3,040,811.

    13F-HR 0001986152-26-000054 filed by Mutual 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 58,732 shares
    Change vs previous 13F +11,991 shares

    0.04% of the 13F portfolio, value $2,074,995.

    13F-HR 0001986152-26-000005 filed by Mutual 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 46,741 shares
    Change vs previous 13F +13,953 shares

    0.04% of the 13F portfolio, value $1,631,744.

    13F-HR 0001986152-25-000100 filed by Mutual 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 32,788 shares
    Change vs previous 13F -4,071 shares

    0.03% of the 13F portfolio, value $1,113,474.

    13F-HR 0001986152-25-000050 filed by Mutual 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 36,859 shares
    Change vs previous 13F -14,549 shares

    0.03% of the 13F portfolio, value $1,134,145.

    13F-HR 0001986152-25-000037 filed by Mutual 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 51,408 shares
    Change vs previous 13F +5,783 shares

    0.05% of the 13F portfolio, value $1,620,388.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 45,625 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,428,519.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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