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NOVARE CAPITAL MANAGEMENT LLC: CGBD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NOVARE CAPITAL MANAGEMENT LLC on CGBD, newest first. How the timeline and the estimate are built.

NOVARE CAPITAL MANAGEMENT LLC held 287,445 CGBD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 287,445 shares
    Change vs previous 13F +36,050 shares

    0.21% of the 13F portfolio, value $3,026,796.

    13F-HR 0001951757-26-001176 filed by NOVARE CAPITAL MANAGEMENT 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 251,395 shares
    Change vs previous 13F +10,345 shares

    0.22% of the 13F portfolio, value $2,750,262.

    13F-HR 0001951757-26-000640 filed by NOVARE CAPITAL MANAGEMENT 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 241,050 shares
    Change vs previous 13F +36,400 shares

    0.23% of the 13F portfolio, value $3,010,715.

    13F-HR 0001951757-26-000360 filed by NOVARE CAPITAL MANAGEMENT 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 204,650 shares
    Change vs previous 13F +9,970 shares

    0.19% of the 13F portfolio, value $2,558,125.

    13F-HR 0001951757-25-001264 filed by NOVARE CAPITAL MANAGEMENT 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 194,680 shares
    Change vs previous 13F +18,725 shares

    0.22% of the 13F portfolio, value $2,663,223.

    13F-HR 0001951757-25-000991 filed by NOVARE CAPITAL MANAGEMENT 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 175,955 shares
    Change vs previous 13F -2,750 shares

    0.25% of the 13F portfolio, value $2,846,952.

    13F-HR 0001951757-25-000471 filed by NOVARE CAPITAL MANAGEMENT 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 178,705 shares
    Change vs previous 13F +900 shares

    0.27% of the 13F portfolio, value $3,204,181.

    13F-HR 0001951757-25-000086 filed by NOVARE CAPITAL MANAGEMENT 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 177,805 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,017,351.

    13F-HR 0001951757-24-001017 filed by NOVARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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