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Focus Partners Wealth: CGBL position timeline

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

Focus Partners Wealth held 47,060 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,060 shares
    Change vs previous 13F +6,749 shares

    <0.01% of the 13F portfolio, value $1,786,429.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 19,997 shares
    • Focus Partners Advisor Solutions, LLC: 27,063 shares

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

  2. period ended2026-03-31
    13F 40,311 shares
    Change vs previous 13F -1,800 shares

    <0.01% of the 13F portfolio, value $1,387,103.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 16,708 shares
    • Focus Partners Advisor Solutions, LLC: 23,603 shares

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

  3. period ended2025-12-31
    13F 42,111 shares
    Change vs previous 13F -12,840 shares

    <0.01% of the 13F portfolio, value $1,487,783.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 16,622 shares
    • Focus Partners Advisor Solutions, LLC: 25,489 shares

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

  4. period ended2025-09-30
    13F 54,951 shares
    Change vs previous 13F +31,335 shares

    <0.01% of the 13F portfolio, value $1,912,470.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 13,702 shares
    • Focus Partners Advisor Solutions, LLC: 41,249 shares

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

  5. period ended2025-06-30
    13F 23,616 shares
    Change vs previous 13F +11,267 shares

    <0.01% of the 13F portfolio, value $789,734.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 7,472 shares
    • Focus Partners Advisor Solutions, LLC: 16,144 shares

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

  6. period ended2025-03-31
    13F 12,349 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $382,576.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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