Successful Portfolios LLC: CEG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Successful Portfolios LLC on CEG, newest first. How the timeline and the estimate are built.
Successful Portfolios LLC held 1,692 CEG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 1,692 sharesChange vs previous 13F -36 shares
0.21% of the 13F portfolio, value $449,276.
13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
Accepted , ingested - period ended2026-06-3013F 1,728 sharesChange vs previous 13F -98 shares
0.2% of the 13F portfolio, value $433,673.
13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,826 sharesChange vs previous 13F -40 shares
0.29% of the 13F portfolio, value $529,948.
13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,866 sharesChange vs previous 13F +3 shares
0.33% of the 13F portfolio, value $639,256.
13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,863 sharesChange vs previous 13F -260 shares
0.36% of the 13F portfolio, value $613,057.
13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,123 sharesChange vs previous 13F -5 shares
0.42% of the 13F portfolio, value $685,219.
13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,128 sharesChange vs previous 13F 0 shares
0.29% of the 13F portfolio, value $429,069.
13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,128 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $476,055.
13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).