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New England Capital Financial Advisors LLC: CGSD 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 CGSD, newest first. How the timeline and the estimate are built.

New England Capital Financial Advisors LLC held 66,000 CGSD 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 66,000 shares
    Change vs previous 13F -8,129 shares

    0.41% of the 13F portfolio, value $1,698,183.

    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 74,129 shares
    Change vs previous 13F -184,772 shares

    0.52% of the 13F portfolio, value $1,911,791.

    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 258,901 shares
    Change vs previous 13F -9,380 shares

    2.63% of the 13F portfolio, value $6,734,025.

    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 268,281 shares
    Change vs previous 13F +8,563 shares

    2.96% of the 13F portfolio, value $6,969,929.

    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 259,718 shares
    Change vs previous 13F +16,749 shares

    3.08% of the 13F portfolio, value $6,735,784.

    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 242,969 shares
    Change vs previous 13F +1,833 shares

    3.19% of the 13F portfolio, value $6,271,018.

    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 241,136 shares
    Change vs previous 13F +13,384 shares

    3.02% of the 13F portfolio, value $6,182,718.

    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 227,752 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $5,901,061.

    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).