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NewEdge Advisors, LLC: CGSD position timeline

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

NewEdge Advisors, LLC held 535,206 CGSD 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 535,206 shares
    Change vs previous 13F +94,704 shares

    0.04% of the 13F portfolio, value $13,770,851.

    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 440,502 shares
    Change vs previous 13F +57,096 shares

    0.04% of the 13F portfolio, value $11,360,547.

    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 383,406 shares
    Change vs previous 13F +48,852 shares

    0.04% of the 13F portfolio, value $9,972,391.

    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 334,554 shares
    Change vs previous 13F +71,176 shares

    0.04% of the 13F portfolio, value $8,691,714.

    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 263,378 shares
    Change vs previous 13F +91,022 shares

    0.04% of the 13F portfolio, value $6,830,709.

    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 172,356 shares
    Change vs previous 13F +57,104 shares

    0.03% of the 13F portfolio, value $4,448,508.

    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 115,252 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,955,061.

    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).