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Ategra Capital Management, LLC: CFG position timeline

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

Ategra Capital Management, LLC held 248,665 CFG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 248,665 shares
    Change vs previous 13F 0 shares

    9.26% of the 13F portfolio, value $17,423,957.

    13F-HR 0001636587-26-000066 filed by Ategra Capital 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 248,665 shares
    Change vs previous 13F +8,658 shares

    8.3% of the 13F portfolio, value $14,912,440.

    13F-HR 0001636587-26-000030 filed by Ategra Capital 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 ended2025-12-31
    13F 240,007 shares
    Change vs previous 13F +35,000 shares

    8.01% of the 13F portfolio, value $14,018,809.

    13F-HR 0000919574-26-001136 filed by Ategra Capital 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 ended2025-09-30
    13F 205,007 shares
    Change vs previous 13F +135,000 shares

    7.31% of the 13F portfolio, value $10,898,172.

    13F-HR 0000919574-25-006841 filed by Ategra Capital 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 ended2025-06-30
    13F 70,007 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $3,132,813.

    13F-HR 0000919574-25-004804 filed by Ategra Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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