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Arkadios Wealth Advisors: CGDV position timeline

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

Arkadios Wealth Advisors held 336,389 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 336,389 shares
    Change vs previous 13F +58,568 shares

    0.25% of the 13F portfolio, value $16,577,250.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 277,821 shares
    Change vs previous 13F +193,902 shares

    0.2% of the 13F portfolio, value $11,818,520.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 83,919 shares
    Change vs previous 13F +31,497 shares

    0.07% of the 13F portfolio, value $3,662,224.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 52,422 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,203,259.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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