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PFG Advisors: CGUS position timeline

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

PFG Advisors held 150,541 CGUS 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 150,541 shares
    Change vs previous 13F +11,158 shares

    0.34% of the 13F portfolio, value $6,696,053.

    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 139,383 shares
    Change vs previous 13F +4,117 shares

    0.26% of the 13F portfolio, value $5,355,112.

    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 135,266 shares
    Change vs previous 13F +10,341 shares

    0.26% of the 13F portfolio, value $5,441,769.

    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 124,925 shares
    Change vs previous 13F +15,728 shares

    0.2% of the 13F portfolio, value $4,939,550.

    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 109,197 shares
    Change vs previous 13F +551 shares

    0.19% of the 13F portfolio, value $4,032,652.

    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 108,646 shares
    Change vs previous 13F +18,114 shares

    0.2% of the 13F portfolio, value $3,628,791.

    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 90,532 shares
    Change vs previous 13F +11,393 shares

    0.19% of the 13F portfolio, value $3,165,895.

    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 79,139 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,712,881.

    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).