Position in CG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$968
-$144 QoQ
Shares Held
23
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#553
of 578 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026IFS Advisors, LLC holds $13,601 across 4 Asset Management names. CG ranks #3 (7.1% of the industry book) .
All Filings in CG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $968 | 23 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,112 | 23 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $1,359 | 23 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,442 | 23 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,182 | 23 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,002 | 23 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,161 | 23 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $947 | 22 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $883 | 22 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,032 | 22 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $895 | 22 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $663 | 22 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $670 | 21 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $652 | 21 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $626 | 21 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $542 | 21 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $633 | 20 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $978 | 20 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,098 | 20 | Shares | Sole | 2022-02-16 | |
| 2020-12-31 | $628 | 20 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||