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Aptus Capital Advisors, LLC: CGDV position timeline

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

Aptus Capital Advisors, LLC held 1,429,177 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,429,177 shares
    Change vs previous 13F +17,926 shares

    0.51% of the 13F portfolio, value $70,429,843.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 1,411,251 shares
    Change vs previous 13F +38,956 shares

    0.5% of the 13F portfolio, value $60,034,618.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 1,372,295 shares
    Change vs previous 13F +57,532 shares

    0.51% of the 13F portfolio, value $59,886,954.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 1,314,763 shares
    Change vs previous 13F +114,180 shares

    0.5% of the 13F portfolio, value $55,259,489.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 1,200,583 shares
    Change vs previous 13F -39,132 shares

    0.47% of the 13F portfolio, value $47,411,028.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 1,239,715 shares
    Change vs previous 13F +77,191 shares

    0.5% of the 13F portfolio, value $44,183,444.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 1,162,524 shares
    Change vs previous 13F +43,477 shares

    0.49% of the 13F portfolio, value $40,990,609.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 1,119,047 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $40,778,073.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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