Pinion Investment Advisors, LLC: CFG position timeline

Pinion Investment Advisors, LLC held 6,675 CFG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 6,675 shares

   Change vs previous 13F +256 shares

   0.09% of the 13F portfolio, value $467,717.

   13F-HR 0001738738-26-000005 filed by Pinion Investment Advisors, LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 6,419 shares

   Change vs previous 13F +48 shares

   0.09% of the 13F portfolio, value $384,947.

   13F-HR 0001738738-26-000002 filed by Pinion Investment Advisors, LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 6,371 shares

   Change vs previous 13F -271 shares

   0.09% of the 13F portfolio, value $372,134.

   13F-HR 0001738738-26-000001 filed by Pinion Investment Advisors, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 6,642 shares

   Change vs previous 13F +51 shares

   0.09% of the 13F portfolio, value $346,583.

   13F-HR 0001738738-25-000006 filed by Pinion Investment Advisors, LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 6,591 shares

   Change vs previous 13F +1,624 shares

   0.1% of the 13F portfolio, value $294,951.

   13F-HR 0001738738-25-000004 filed by Pinion Investment Advisors, LLC
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 4,967 shares

   Change vs previous 13F +4 shares

   0.04% of the 13F portfolio, value $203,501.

   13F-HR 0001738738-25-000003 filed by Pinion Investment Advisors, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 4,963 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $217,184.

   13F-HR 0001738738-25-000001 filed by Pinion Investment Advisors, LLC
   Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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