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Disclosery

Affiance Financial, LLC: CGDV position timeline

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

Affiance Financial, LLC held 148,746 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,746 shares
    Change vs previous 13F +6,434 shares

    1.06% of the 13F portfolio, value $7,330,203.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, 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 142,312 shares
    Change vs previous 13F +22,602 shares

    0.98% of the 13F portfolio, value $6,053,952.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, 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 119,710 shares
    Change vs previous 13F +12,441 shares

    0.84% of the 13F portfolio, value $5,224,144.

    13F-HR 0001723681-26-000001 filed by Affiance Financial, 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 107,269 shares
    Change vs previous 13F +5,926 shares

    0.82% of the 13F portfolio, value $4,508,516.

    13F-HR 0001085146-25-005939 filed by Affiance Financial, 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 101,343 shares
    Change vs previous 13F +5,463 shares

    0.81% of the 13F portfolio, value $4,002,035.

    13F-HR 0001085146-25-003718 filed by Affiance Financial, 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 95,880 shares
    Change vs previous 13F +3,521 shares

    0.8% of the 13F portfolio, value $3,417,163.

    13F-HR 0001085146-25-001968 filed by Affiance Financial, 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 92,359 shares
    Change vs previous 13F +5,587 shares

    0.78% of the 13F portfolio, value $3,256,578.

    13F-HR 0001085146-25-000379 filed by Affiance Financial, 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 86,772 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $3,161,972.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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