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Disclosery

Allworth Financial LP: CGDV position timeline

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

Allworth Financial LP held 163,026 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,026 shares
    Change vs previous 13F +6,695 shares

    0.03% of the 13F portfolio, value $8,033,927.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 156,331 shares
    Change vs previous 13F +1,675 shares

    0.03% of the 13F portfolio, value $6,650,331.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 154,656 shares
    Change vs previous 13F +935 shares

    0.03% of the 13F portfolio, value $6,749,187.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 153,721 shares
    Change vs previous 13F +6,763 shares

    0.03% of the 13F portfolio, value $6,460,904.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 146,958 shares
    Change vs previous 13F -150 shares

    0.03% of the 13F portfolio, value $5,803,372.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 147,108 shares
    Change vs previous 13F +2,582 shares

    0.03% of the 13F portfolio, value $5,085,526.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 144,526 shares
    Change vs previous 13F +10,116 shares

    0.03% of the 13F portfolio, value $5,236,174.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 134,410 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,897,913.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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