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Disclosery

Alliance Private Wealth, LLC: CGDV position timeline

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

Alliance Private Wealth, LLC held 129,654 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 129,654 shares
    Change vs previous 13F -7,875 shares

    2.22% of the 13F portfolio, value $6,389,363.

    13F-HR 0001951757-26-000982 filed by Alliance Private Wealth, 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 137,529 shares
    Change vs previous 13F +1,246 shares

    2.1% of the 13F portfolio, value $5,850,480.

    13F-HR 0001951757-26-000841 filed by Alliance Private Wealth, 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 136,283 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $6,095,935.

    13F-HR 0001951757-26-000447 filed by Alliance Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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