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ASHTON THOMAS SECURITIES, LLC: CGDV position timeline

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

ASHTON THOMAS SECURITIES, LLC held 74,226 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,226 shares
    Change vs previous 13F -1,500 shares

    0.54% of the 13F portfolio, value $3,657,857.

    13F-HR 0001398344-26-012718 filed by ASHTON THOMAS SECURITIES, 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 75,726 shares
    Change vs previous 13F +500 shares

    0.4% of the 13F portfolio, value $3,221,384.

    13F-HR 0001398344-26-009338 filed by ASHTON THOMAS SECURITIES, 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 75,226 shares
    Change vs previous 13F -200 shares

    0.62% of the 13F portfolio, value $3,282,863.

    13F-HR 0001398344-26-001794 filed by ASHTON THOMAS SECURITIES, 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 75,426 shares
    Change vs previous 13F +2,350 shares

    0.44% of the 13F portfolio, value $3,128,125.

    13F-HR 0001398344-25-019845 filed by ASHTON THOMAS SECURITIES, 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 73,076 shares
    Change vs previous 13F +1,442 shares

    0.7% of the 13F portfolio, value $2,885,771.

    13F-HR 0001398344-25-013417 filed by ASHTON THOMAS SECURITIES, 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 71,634 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $2,553,036.

    13F-HR 0001398344-25-009700 filed by ASHTON THOMAS SECURITIES, 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 71,634 shares
    Change vs previous 13F +5,605 shares

    0.69% of the 13F portfolio, value $2,525,815.

    13F-HR 0001398344-25-002447 filed by ASHTON THOMAS SECURITIES, 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 66,029 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,406,097.

    13F-HR 0001398344-24-019908 filed by ASHTON THOMAS SECURITIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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