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AA Financial Advisors, LLC: CGDV position timeline

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

AA Financial Advisors, LLC held 924,313 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 924,313 shares
    Change vs previous 13F +120,883 shares

    5.48% of the 13F portfolio, value $45,550,134.

    13F-HR 0002085853-26-000768 filed by AA Financial Advisors, 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 803,430 shares
    Change vs previous 13F +48,180 shares

    4.81% of the 13F portfolio, value $34,177,915.

    13F-HR 0002085853-26-000433 filed by AA Financial Advisors, 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 755,250 shares
    Change vs previous 13F +32,219 shares

    6.09% of the 13F portfolio, value $32,959,113.

    13F-HR 0002085853-26-000032 filed by AA Financial Advisors, 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 723,031 shares
    Change vs previous 13F +36,218 shares

    5.97% of the 13F portfolio, value $30,388,973.

    13F-HR 0002085853-25-000076 filed by AA Financial Advisors, 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 686,813 shares
    Change vs previous 13F +60,800 shares

    5.84% of the 13F portfolio, value $27,122,249.

    13F-HR 0001667731-25-000783 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 626,013 shares
    Change vs previous 13F +365,595 shares

    5.44% of the 13F portfolio, value $22,311,113.

    13F-HR 0001667731-25-000448 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 260,418 shares
    Change vs previous 13F +17,663 shares

    2.45% of the 13F portfolio, value $9,182,348.

    13F-HR 0001667731-25-000094 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 242,755 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $8,846,003.

    13F-HR 0002016899-24-000004 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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