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NWF Advisory Services Inc.: CGBL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NWF Advisory Services Inc. on CGBL, newest first. How the timeline and the estimate are built.

NWF Advisory Services Inc. held 94,957 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,957 shares
    Change vs previous 13F +43,970 shares

    0.34% of the 13F portfolio, value $3,604,569.

    13F-HR 0002085853-26-000893 filed by NWF Advisory Services Inc.
    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 50,987 shares
    Change vs previous 13F +6,972 shares

    0.2% of the 13F portfolio, value $1,754,464.

    13F-HR 0002085853-26-000556 filed by NWF Advisory Services Inc.
    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 44,015 shares
    Change vs previous 13F +9,450 shares

    0.17% of the 13F portfolio, value $1,555,050.

    13F-HR 0002085853-26-000290 filed by NWF Advisory Services Inc.
    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 34,565 shares
    Change vs previous 13F +16,441 shares

    0.13% of the 13F portfolio, value $1,200,097.

    13F-HR 0002085853-25-000210 filed by NWF Advisory Services Inc.
    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 18,124 shares
    Change vs previous 13F +309 shares

    0.07% of the 13F portfolio, value $606,068.

    13F-HR 0001667731-25-001273 filed by NWF Advisory Services Inc.
    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 17,815 shares
    Change vs previous 13F +3,025 shares

    0.08% of the 13F portfolio, value $551,909.

    13F-HR 0001667731-25-001092 filed by NWF Advisory Services Inc.
    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 14,790 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $462,483.

    13F-HR 0001667731-25-000641 filed by NWF Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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