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New England Capital Financial Advisors LLC: CGCP position timeline

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

New England Capital Financial Advisors LLC held 133,126 CGCP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,126 shares
    Change vs previous 13F -129,858 shares

    0.71% of the 13F portfolio, value $2,967,375.

    13F-HR 0001964652-26-000004 filed by New England Capital Financial 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 262,984 shares
    Change vs previous 13F -291,932 shares

    1.61% of the 13F portfolio, value $5,875,070.

    13F-HR 0001964652-26-000002 filed by New England Capital Financial 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 554,916 shares
    Change vs previous 13F -13,069 shares

    4.91% of the 13F portfolio, value $12,563,289.

    13F-HR 0001964652-26-000001 filed by New England Capital Financial 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 567,985 shares
    Change vs previous 13F +24,092 shares

    5.48% of the 13F portfolio, value $12,904,619.

    13F-HR 0001964652-25-000007 filed by New England Capital Financial 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 543,893 shares
    Change vs previous 13F +41,888 shares

    5.6% of the 13F portfolio, value $12,237,584.

    13F-HR 0001964652-25-000005 filed by New England Capital Financial 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 502,005 shares
    Change vs previous 13F -25,005 shares

    5.73% of the 13F portfolio, value $11,270,005.

    13F-HR 0001964652-25-000002 filed by New England Capital Financial 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 527,010 shares
    Change vs previous 13F +32,633 shares

    5.71% of the 13F portfolio, value $11,699,615.

    13F-HR 0001964652-25-000001 filed by New England Capital Financial 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 494,377 shares
    Change vs previous 13F not available

    5.93% of the 13F portfolio, value $11,430,002.

    13F-HR 0001964652-24-000005 filed by New England Capital Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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