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Richmond Investment Services, LLC: CGBL position timeline

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

Richmond Investment Services, LLC held 48,393 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,393 shares
    Change vs previous 13F +15,804 shares

    0.58% of the 13F portfolio, value $1,836,992.

    13F-HR 0002085853-26-000873 filed by Richmond Investment Services, 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 32,589 shares
    Change vs previous 13F +11,107 shares

    0.18% of the 13F portfolio, value $1,121,380.

    13F-HR 0002085853-26-000531 filed by Richmond Investment Services, 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 21,482 shares
    Change vs previous 13F -3,113 shares

    0.13% of the 13F portfolio, value $758,948.

    13F-HR 0002085853-26-000262 filed by Richmond Investment Services, 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 24,595 shares
    Change vs previous 13F +12 shares

    0.16% of the 13F portfolio, value $853,954.

    13F-HR 0002085853-25-000267 filed by Richmond Investment Services, 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 24,583 shares
    Change vs previous 13F +11,747 shares

    0.17% of the 13F portfolio, value $822,104.

    13F-HR 0001667731-25-001095 filed by Richmond Investment Services, 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 12,836 shares
    Change vs previous 13F -5,731 shares

    0.22% of the 13F portfolio, value $397,656.

    13F-HR 0001667731-25-000637 filed by Richmond Investment Services, 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 18,567 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $580,585.

    13F-HR 0001667731-25-000282 filed by Richmond Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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