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Disclosery

Summit Financial, LLC: CGBL position timeline

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

Summit Financial, LLC held 30,047 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 30,047 shares
    Change vs previous 13F -1,050 shares

    0.01% of the 13F portfolio, value $1,145,446.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 31,097 shares
    Change vs previous 13F +250 shares

    0.01% of the 13F portfolio, value $1,073,989.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 30,847 shares
    Change vs previous 13F +265 shares

    0.02% of the 13F portfolio, value $1,089,825.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 30,582 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,061,807.

    13F-HR 0001172661-25-004930 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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