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NEOS Investment Management LLC: CFG position timeline

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

NEOS Investment Management LLC held 69,380 CFG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,380 shares
    Change vs previous 13F -6,674 shares

    0.02% of the 13F portfolio, value $4,861,456.

    13F-HR 0001172661-26-003274 filed by NEOS Investment Management 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 76,054 shares
    Change vs previous 13F +2,711 shares

    0.02% of the 13F portfolio, value $4,560,958.

    13F-HR 0001172661-26-002245 filed by NEOS Investment Management 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 73,343 shares
    Change vs previous 13F +12,196 shares

    0.02% of the 13F portfolio, value $4,283,965.

    13F-HR 0001172661-26-001028 filed by NEOS Investment Management 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 61,147 shares
    Change vs previous 13F +19,502 shares

    0.02% of the 13F portfolio, value $3,250,575.

    13F-HR 0001172661-25-004623 filed by NEOS Investment Management 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 41,645 shares
    Change vs previous 13F +8,915 shares

    0.02% of the 13F portfolio, value $1,863,614.

    13F-HR 0001172661-25-003105 filed by NEOS Investment Management 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 32,730 shares
    Change vs previous 13F +6,261 shares

    0.03% of the 13F portfolio, value $1,340,948.

    13F-HR 0001172661-25-001962 filed by NEOS Investment Management 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 26,469 shares
    Change vs previous 13F +6,219 shares

    0.03% of the 13F portfolio, value $1,158,283.

    13F-HR 0001172661-25-000673 filed by NEOS Investment Management 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 20,250 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $831,668.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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