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NewEdge Advisors, LLC: CGBL position timeline

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

NewEdge Advisors, LLC held 491,913 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 491,913 shares
    Change vs previous 13F +102,911 shares

    0.06% of the 13F portfolio, value $18,673,035.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 389,002 shares
    Change vs previous 13F +59,864 shares

    0.05% of the 13F portfolio, value $13,385,577.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 329,138 shares
    Change vs previous 13F +198,024 shares

    0.04% of the 13F portfolio, value $11,628,461.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 131,114 shares
    Change vs previous 13F -2,524 shares

    0.02% of the 13F portfolio, value $4,552,295.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 133,638 shares
    Change vs previous 13F +99,696 shares

    0.02% of the 13F portfolio, value $4,468,844.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 33,942 shares
    Change vs previous 13F +13,986 shares

    0.01% of the 13F portfolio, value $1,051,513.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 19,956 shares
    Change vs previous 13F +5,224 shares

    <0.01% of the 13F portfolio, value $624,038.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 14,732 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $457,430.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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