CGCV CAPITAL GROUP CONSERVATIVE E
FollowSHS (fund)
Filings received so far for Q3 2026: 6 13F filers report a position in CGCV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| FINANCIAL MANAGEMENT NETWORK INC | 273,681 | $8.84M | 1.27% | +26,390 | 13F-HRTimeline |
| Canandaigua National Trust Co of Florida | 45,908 | $1.47M | 0.81% | 13F-HRTimeline | |
| PRIVATE CLIENT SERVICES, LLC | 45,388 | $1.46M | 0.39% | +2,371 | 13F-HRTimeline |
| M.E. ALLISON & CO., INC. | 16,125 | $517K | 0.29% | -1,540 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 1,779 | $57.1K | <0.01% | -599 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 1,324 | $42.5K | <0.01% | +236 | 13F-HRTimeline |