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PFG Advisors: CGBL position timeline

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

PFG Advisors held 142,674 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,674 shares
    Change vs previous 13F +11,634 shares

    0.27% of the 13F portfolio, value $5,415,906.

    13F-HR 0001694435-26-000003 filed by PFG 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 131,040 shares
    Change vs previous 13F +22,413 shares

    0.22% of the 13F portfolio, value $4,509,097.

    13F-HR 0001694435-26-000002 filed by PFG 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 108,627 shares
    Change vs previous 13F +32,935 shares

    0.19% of the 13F portfolio, value $3,837,803.

    13F-HR 0001694435-26-000001 filed by PFG 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 75,692 shares
    Change vs previous 13F +25,694 shares

    0.11% of the 13F portfolio, value $2,628,009.

    13F-HR 0001694435-25-000003 filed by PFG 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 49,998 shares
    Change vs previous 13F +17,655 shares

    0.08% of the 13F portfolio, value $1,671,930.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 32,343 shares
    Change vs previous 13F -4,302 shares

    0.06% of the 13F portfolio, value $1,001,995.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 36,645 shares
    Change vs previous 13F +4,134 shares

    0.07% of the 13F portfolio, value $1,145,886.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 32,511 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,009,476.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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