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Advyzon Investment Management, LLC: CGDV position timeline

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

Advyzon Investment Management, LLC held 530,279 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 530,279 shares
    Change vs previous 13F +89,524 shares

    1.9% of the 13F portfolio, value $26,132,146.

    13F-HR 0001986152-26-000152 filed by Advyzon Investment 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 440,755 shares
    Change vs previous 13F +382,695 shares

    1.68% of the 13F portfolio, value $18,749,706.

    13F-HR 0001986152-26-000082 filed by Advyzon Investment 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 58,060 shares
    Change vs previous 13F +26,300 shares

    0.29% of the 13F portfolio, value $2,533,723.

    13F-HR 0001986152-26-000037 filed by Advyzon Investment 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 31,760 shares
    Change vs previous 13F +6,839 shares

    0.23% of the 13F portfolio, value $1,334,870.

    13F-HR 0002011872-25-000008 filed by Advyzon Investment 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 24,921 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $984,119.

    13F-HR 0002011872-25-000007 filed by Advyzon Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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