Advertisement
Screener

CGN Advisors LLC Last Quarter Change: Foreign Other Stocks, Sold Out

CGN Advisors LLC quarter change: Foreign Other Stocks, Sold out

In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, CGN Advisors LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1841506): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-07-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Gemmer Asset Management LLCUnited States$1.265B172
PPSC Investment Service CorpJapan$1.268B8
P/E Global LLCUnited States$1.269B7
Summit Financial Strategies, Inc.United States$1.269B170
RMR Wealth BuildersUnited States$1.270B277
NOVARE CAPITAL MANAGEMENT LLCUnited States$1.262B195
HARBOR INVESTMENT ADVISORY, LLCUnited States$1.271B1,233
Triad Wealth Partners, LLCUnited States$1.262B478
Edgemoor Investment Advisors, Inc.United States$1.271B170
COZAD ASSET MANAGEMENT INCUnited States$1.273B421