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Disclosery

Westside Investment Management, Inc.: CGBL position timeline

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

Westside Investment Management, Inc. held 201,673 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 201,673 shares
    Change vs previous 13F +22,108 shares

    1.01% of the 13F portfolio, value $7,655,521.

    13F-HR 0001538383-26-000004 filed by Westside Investment Management, 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 179,565 shares
    Change vs previous 13F +33,295 shares

    0.95% of the 13F portfolio, value $6,178,955.

    13F-HR 0001538383-26-000002 filed by Westside Investment Management, 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 146,270 shares
    Change vs previous 13F +27,075 shares

    0.83% of the 13F portfolio, value $5,167,733.

    13F-HR 0001538383-26-000001 filed by Westside Investment Management, 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 119,195 shares
    Change vs previous 13F +11,127 shares

    0.66% of the 13F portfolio, value $4,138,459.

    13F-HR 0001538383-25-000006 filed by Westside Investment Management, 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 108,068 shares
    Change vs previous 13F +8,532 shares

    0.67% of the 13F portfolio, value $3,613,804.

    13F-HR 0001538383-25-000005 filed by Westside Investment Management, 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 99,536 shares
    Change vs previous 13F +12,340 shares

    0.66% of the 13F portfolio, value $3,083,660.

    13F-HR 0001538383-25-000002 filed by Westside Investment Management, 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 87,196 shares
    Change vs previous 13F +26,079 shares

    0.57% of the 13F portfolio, value $2,726,643.

    13F-HR 0001538383-25-000001 filed by Westside Investment Management, Inc.
    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 61,117 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,897,692.

    13F-HR 0001538383-24-000005 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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