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Disclosery

Altus Wealth Group LLC: CGDV position timeline

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

Altus Wealth Group LLC held 75,132 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,132 shares
    Change vs previous 13F +11,020 shares

    1.34% of the 13F portfolio, value $3,702,505.

    13F-HR 0001842572-26-000004 filed by Altus Wealth Group 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 64,112 shares
    Change vs previous 13F +20,892 shares

    1.12% of the 13F portfolio, value $2,727,324.

    13F-HR 0001842572-26-000003 filed by Altus Wealth Group 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 43,220 shares
    Change vs previous 13F +29,150 shares

    0.75% of the 13F portfolio, value $1,886,121.

    13F-HR 0001842572-26-000001 filed by Altus Wealth Group 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 14,070 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $591,362.

    13F-HR 0001842572-25-000013 filed by Altus Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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