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Disclosery

Northwest Financial Advisors: CGBL position timeline

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

Northwest Financial Advisors held 29,399 CGBL 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 29,399 shares
    Change vs previous 13F +2,989 shares

    0.15% of the 13F portfolio, value $1,116,002.

    13F-HR 0002085853-26-000863 filed by Northwest Financial Advisors
    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 26,410 shares
    Change vs previous 13F +7,323 shares

    1.75% of the 13F portfolio, value $908,770.

    13F-HR 0002085853-26-000498 filed by Northwest Financial Advisors
    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 19,087 shares
    Change vs previous 13F +5,885 shares

    1.39% of the 13F portfolio, value $674,347.

    13F-HR 0002085853-26-000079 filed by Northwest Financial Advisors
    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 13,202 shares
    Change vs previous 13F +7 shares

    0.59% of the 13F portfolio, value $458,368.

    13F-HR 0002010635-25-000008 filed by Northwest Financial Advisors
    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 13,195 shares
    Change vs previous 13F +13,195 shares

    0.62% of the 13F portfolio, value $441,241.

    13F-HR 0002010635-25-000007 filed by Northwest Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -138 shares

    13F-HR 0002010635-25-000001 filed by Northwest Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 138 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,285.

    13F-HR 0001398344-24-020541 filed by Northwest Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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