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Wisconsin Wealth Advisors, LLC: CGBL position timeline

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

Wisconsin Wealth Advisors, LLC held 35,694 CGBL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,694 shares
    Change vs previous 13F +1,031 shares

    1.1% of the 13F portfolio, value $1,311,746.

    13F-HR 0001754960-26-000819 filed by Wisconsin Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 34,663 shares
    Change vs previous 13F +1,104 shares

    1.13% of the 13F portfolio, value $1,315,792.

    13F-HR 0001754960-26-000406 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 33,559 shares
    Change vs previous 13F -24 shares

    1.14% of the 13F portfolio, value $1,154,750.

    13F-HR 0001754960-26-000209 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 33,583 shares
    Change vs previous 13F +5,108 shares

    1.16% of the 13F portfolio, value $1,186,478.

    13F-HR 0001754960-26-000010 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 28,475 shares
    Change vs previous 13F +20,520 shares

    0.94% of the 13F portfolio, value $988,654.

    13F-HR 0001754960-25-000633 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,955 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $266,015.

    13F-HR 0001754960-25-000571 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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