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Advance Capital Management, Inc.: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advance Capital Management, Inc. on CGDV, newest first. How the timeline and the estimate are built.

Advance Capital Management, Inc. held 10,657,305 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,657,305 shares
    Change vs previous 13F +465,276 shares

    16.98% of the 13F portfolio, value $525,191,982.

    13F-HR 0002085853-26-000991 filed by Advance Capital Management, Inc.
    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 10,192,029 shares
    Change vs previous 13F +140,796 shares

    16.43% of the 13F portfolio, value $433,568,927.

    13F-HR 0002085853-26-000517 filed by Advance Capital Management, Inc.
    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 10,051,233 shares
    Change vs previous 13F +231,646 shares

    18.6% of the 13F portfolio, value $438,635,793.

    13F-HR 0001536029-26-000001 filed by Advance Capital Management, Inc.
    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 9,819,587 shares
    Change vs previous 13F -2,369,264 shares

    17.91% of the 13F portfolio, value $412,717,253.

    13F-HR 0001536029-25-000006 filed by Advance Capital Management, Inc.
    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 12,188,851 shares
    Change vs previous 13F -557,225 shares

    21.82% of the 13F portfolio, value $481,337,736.

    13F-HR 0001536029-25-000004 filed by Advance Capital Management, Inc.
    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 12,746,076 shares
    Change vs previous 13F +1,919,506 shares

    21.73% of the 13F portfolio, value $454,270,138.

    13F-HR 0001536029-25-000003 filed by Advance Capital Management, Inc.
    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 10,826,570 shares
    Change vs previous 13F +40,491 shares

    17.48% of the 13F portfolio, value $381,744,846.

    13F-HR 0001536029-25-000001 filed by Advance Capital Management, Inc.
    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 10,786,079 shares
    Change vs previous 13F not available

    17.41% of the 13F portfolio, value $393,044,724.

    13F-HR 0001536029-24-000006 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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