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Valmark Advisers, Inc.: CGSD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valmark Advisers, Inc. on CGSD, newest first. How the timeline and the estimate are built.

Valmark Advisers, Inc. held 544,385 CGSD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 544,385 shares
    Change vs previous 13F +55,554 shares

    0.15% of the 13F portfolio, value $14,007,036.

    13F-HR 0001380443-26-000004 filed by Valmark Advisers, Inc.
    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 488,831 shares
    Change vs previous 13F +159,160 shares

    0.15% of the 13F portfolio, value $12,606,940.

    13F-HR 0001380443-26-000003 filed by Valmark Advisers, Inc.
    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 329,671 shares
    Change vs previous 13F +244,156 shares

    0.11% of the 13F portfolio, value $8,574,732.

    13F-HR 0001380443-26-000002 filed by Valmark Advisers, Inc.
    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 85,515 shares
    Change vs previous 13F +19,102 shares

    0.03% of the 13F portfolio, value $2,221,680.

    13F-HR 0001380443-25-000005 filed by Valmark Advisers, Inc.
    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 66,413 shares
    Change vs previous 13F +8,651 shares

    0.02% of the 13F portfolio, value $1,722,421.

    13F-HR 0001085146-25-004098 filed by Valmark Advisers, Inc.
    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 57,762 shares
    Change vs previous 13F +21,802 shares

    0.02% of the 13F portfolio, value $1,490,837.

    13F-HR 0001085146-25-002236 filed by Valmark Advisers, Inc.
    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 35,960 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $922,014.

    13F-HR 0001085146-25-000650 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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