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Disclosery

Souders Financial Advisors: CGIC position timeline

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

Souders Financial Advisors held 383,755 CGIC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 383,755 shares
    Change vs previous 13F +23,008 shares

    1.4% of the 13F portfolio, value $13,964,852.

    13F-HR 0001811240-26-000003 filed by Souders Financial 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 360,747 shares
    Change vs previous 13F -14,481 shares

    1.36% of the 13F portfolio, value $11,944,332.

    13F-HR 0001811240-26-000002 filed by Souders Financial 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 375,228 shares
    Change vs previous 13F +14,739 shares

    1.4% of the 13F portfolio, value $12,194,909.

    13F-HR 0001811240-26-000001 filed by Souders Financial 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 360,489 shares
    Change vs previous 13F +154,687 shares

    1.32% of the 13F portfolio, value $11,106,678.

    13F-HR 0001811240-25-000006 filed by Souders Financial 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 205,802 shares
    Change vs previous 13F +13,443 shares

    0.76% of the 13F portfolio, value $5,990,896.

    13F-HR 0001811240-25-000004 filed by Souders Financial 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 192,359 shares
    Change vs previous 13F +27,545 shares

    0.7% of the 13F portfolio, value $4,997,487.

    13F-HR 0001811240-25-000002 filed by Souders Financial 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 164,814 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $3,963,052.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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