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Disclosery

Tyler-Stone Wealth Management: CGBL position timeline

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

Tyler-Stone Wealth Management held 20,990 CGBL shares at 2025-06-30 per its 13F-HR filed 2025-08-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 20,990 shares
    Change vs previous 13F +2,770 shares

    0.11% of the 13F portfolio, value $701,906.

    13F-HR 0001214659-25-012410 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 18,220 shares
    Change vs previous 13F +5,200 shares

    0.1% of the 13F portfolio, value $564,458.

    13F-HR 0001214659-25-007504 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 13,020 shares
    Change vs previous 13F +2,780 shares

    0.07% of the 13F portfolio, value $407,138.

    13F-HR 0001214659-25-002430 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 10,240 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $317,954.

    13F-HR 0001214659-24-018281 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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