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RFG Advisory, LLC: CGBL position timeline

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

RFG Advisory, LLC held 92,604 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,604 shares
    Change vs previous 13F +3,716 shares

    0.05% of the 13F portfolio, value $3,515,261.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 88,888 shares
    Change vs previous 13F +729 shares

    0.06% of the 13F portfolio, value $3,058,623.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 88,159 shares
    Change vs previous 13F -106,577 shares

    0.06% of the 13F portfolio, value $3,114,660.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 194,736 shares
    Change vs previous 13F +112,191 shares

    0.14% of the 13F portfolio, value $6,761,235.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 82,545 shares
    Change vs previous 13F +35,853 shares

    0.06% of the 13F portfolio, value $2,760,320.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 46,692 shares
    Change vs previous 13F +594 shares

    0.04% of the 13F portfolio, value $1,446,523.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 46,098 shares
    Change vs previous 13F +248 shares

    0.04% of the 13F portfolio, value $1,441,490.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 45,850 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,423,637.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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