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Disclosery

WNY Asset Management, LLC: CGBL position timeline

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

WNY Asset Management, LLC held 140,638 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,638 shares
    Change vs previous 13F +47,234 shares

    0.48% of the 13F portfolio, value $5,338,620.

    13F-HR 0002085853-26-001032 filed by WNY Asset Management, 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 93,404 shares
    Change vs previous 13F +44,769 shares

    0.33% of the 13F portfolio, value $3,214,039.

    13F-HR 0002085853-26-000609 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 48,635 shares
    Change vs previous 13F +6,558 shares

    0.16% of the 13F portfolio, value $1,688,603.

    13F-HR 0002085853-25-000279 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 42,077 shares
    Change vs previous 13F -5,829 shares

    0.16% of the 13F portfolio, value $1,407,048.

    13F-HR 0001667731-25-001043 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 47,906 shares
    Change vs previous 13F +23,932 shares

    0.18% of the 13F portfolio, value $1,484,128.

    13F-HR 0001667731-25-000592 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 23,974 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $749,667.

    13F-HR 0001667731-25-000314 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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