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Disclosery

Smartleaf Asset Management LLC: CGBL position timeline

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

Smartleaf Asset Management LLC held 426,687 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 426,687 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $16,180,002.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset Management 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 426,687 shares
    Change vs previous 13F +26,301 shares

    0.52% of the 13F portfolio, value $14,413,514.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset Management 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 400,386 shares
    Change vs previous 13F +19,236 shares

    0.54% of the 13F portfolio, value $14,213,703.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset Management 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 381,150 shares
    Change vs previous 13F +44,341 shares

    0.82% of the 13F portfolio, value $13,294,529.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset Management 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 336,809 shares
    Change vs previous 13F +39,869 shares

    0.99% of the 13F portfolio, value $11,262,917.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset Management 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 296,940 shares
    Change vs previous 13F +63,794 shares

    0.89% of the 13F portfolio, value $9,199,208.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset Management 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 233,146 shares
    Change vs previous 13F +21,501 shares

    0.74% of the 13F portfolio, value $7,304,464.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset Management 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 211,645 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $6,603,324.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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