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Disclosery

tru Independence LLC: CGBL position timeline

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

tru Independence LLC held 25,162 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,162 shares
    Change vs previous 13F +935 shares

    0.42% of the 13F portfolio, value $955,163.

    13F-HR 0001785445-26-000003 filed by tru Independence 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 24,227 shares
    Change vs previous 13F +13,023 shares

    0.41% of the 13F portfolio, value $833,665.

    13F-HR 0001785445-26-000002 filed by tru Independence 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 11,204 shares
    Change vs previous 13F +113 shares

    0.1% of the 13F portfolio, value $395,852.

    13F-HR 0001785445-26-000001 filed by tru Independence 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 11,091 shares
    Change vs previous 13F +2,721 shares

    0.1% of the 13F portfolio, value $385,092.

    13F-HR 0001785445-25-000011 filed by tru Independence 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 8,370 shares
    Change vs previous 13F +609 shares

    0.08% of the 13F portfolio, value $279,901.

    13F-HR 0001785445-25-000009 filed by tru Independence 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 7,761 shares
    Change vs previous 13F +630 shares

    0.07% of the 13F portfolio, value $240,431.

    13F-HR 0001785445-25-000005 filed by tru Independence 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 7,131 shares
    Change vs previous 13F +46 shares

    0.07% of the 13F portfolio, value $222,982.

    13F-HR 0001785445-25-000001 filed by tru Independence 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 7,085 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $219,989.

    13F-HR 0001785445-24-000008 filed by tru Independence LLC
    Filed (acceptance time not in the bulk data set), ingested

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