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44 WEALTH MANAGEMENT LLC: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 44 WEALTH MANAGEMENT LLC on CGDV, newest first. How the timeline and the estimate are built.

44 WEALTH MANAGEMENT LLC held 38,692 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,692 shares
    Change vs previous 13F +2,611 shares

    0.63% of the 13F portfolio, value $1,906,723.

    13F-HR 0001765380-26-000397 filed by 44 WEALTH MANAGEMENT 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 36,081 shares
    Change vs previous 13F +4,486 shares

    0.54% of the 13F portfolio, value $1,534,881.

    13F-HR 0001765380-26-000215 filed by 44 WEALTH MANAGEMENT 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 31,595 shares
    Change vs previous 13F +1,375 shares

    0.46% of the 13F portfolio, value $1,378,793.

    13F-HR 0001420506-26-000216 filed by 44 WEALTH MANAGEMENT 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 30,220 shares
    Change vs previous 13F +122 shares

    0.43% of the 13F portfolio, value $1,270,134.

    13F-HR 0001420506-25-003363 filed by 44 WEALTH MANAGEMENT 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 30,098 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,188,558.

    13F-HR 0001420506-25-002191 filed by 44 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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