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Disclosery

Capital Analysts, LLC: CGIE position timeline

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

Capital Analysts, LLC held 158,351 CGIE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,351 shares
    Change vs previous 13F +57,208 shares

    0.13% of the 13F portfolio, value $5,825,000.

    13F-HR 0001624758-26-000011 filed by Capital Analysts, 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 101,143 shares
    Change vs previous 13F +17,923 shares

    0.09% of the 13F portfolio, value $3,421,000.

    13F-HR 0001624758-26-000005 filed by Capital Analysts, 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/A 83,220 shares
    Change vs previous 13F +5,013 shares

    0.08% of the 13F portfolio, value $2,898,000.

    13F-HR/A 0001624758-26-000008 filed by Capital Analysts, 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 78,207 shares
    Change vs previous 13F +10,490 shares

    0.08% of the 13F portfolio, value $2,637,000.

    13F-HR 0001624758-25-000011 filed by Capital Analysts, 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 67,717 shares
    Change vs previous 13F -8,431 shares

    0.07% of the 13F portfolio, value $2,229,000.

    13F-HR 0001624758-25-000006 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 76,148 shares
    Change vs previous 13F +3,371 shares

    0.08% of the 13F portfolio, value $2,233,000.

    13F-HR 0001624758-25-000004 filed by Capital Analysts, LLC
    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 72,777 shares
    Change vs previous 13F +13,625 shares

    0.08% of the 13F portfolio, value $2,002,000.

    13F-HR 0001624758-25-000002 filed by Capital Analysts, LLC
    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 59,152 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,796,000.

    13F-HR 0001624758-24-000014 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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