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Atlas Legacy Advisors, LLC: CGDV position timeline

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

Atlas Legacy Advisors, LLC held 60,674 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,674 shares
    Change vs previous 13F -2,578 shares

    0.44% of the 13F portfolio, value $2,984,770.

    13F-HR 0002054111-26-000004 filed by Atlas Legacy 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 63,252 shares
    Change vs previous 13F +14,989 shares

    0.49% of the 13F portfolio, value $2,689,822.

    13F-HR 0002054111-26-000003 filed by Atlas Legacy 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 48,263 shares
    Change vs previous 13F +6,145 shares

    0.37% of the 13F portfolio, value $2,104,573.

    13F-HR 0002054111-26-000001 filed by Atlas Legacy 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 42,118 shares
    Change vs previous 13F +362 shares

    0.34% of the 13F portfolio, value $1,769,629.

    13F-HR 0002054111-25-000006 filed by Atlas Legacy 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 41,756 shares
    Change vs previous 13F -12,305 shares

    0.36% of the 13F portfolio, value $1,647,416.

    13F-HR 0002054111-25-000005 filed by Atlas Legacy 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 54,061 shares
    Change vs previous 13F -232,708 shares

    0.5% of the 13F portfolio, value $1,970,781.

    13F-HR 0002054111-25-000003 filed by Atlas Legacy 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 286,769 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $10,111,475.

    13F-HR 0002054111-25-000002 filed by Atlas Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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