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AVAII WEALTH MANAGEMENT, LLC: CGDV position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 603,272 CGDV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 603,272 shares
    Change vs previous 13F -1,581 shares

    8.55% of the 13F portfolio, value $29,680,992.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 604,853 shares
    Change vs previous 13F -45,064 shares

    8.76% of the 13F portfolio, value $29,807,143.

    13F-HR 0001951757-26-001196 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 649,917 shares
    Change vs previous 13F -41,554 shares

    9.65% of the 13F portfolio, value $27,647,451.

    13F-HR 0001951757-26-000654 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 691,471 shares
    Change vs previous 13F +19,540 shares

    10.94% of the 13F portfolio, value $30,175,805.

    13F-HR 0001951757-26-000068 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 671,931 shares
    Change vs previous 13F +28,593 shares

    10.74% of the 13F portfolio, value $28,241,263.

    13F-HR 0001951757-25-001183 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 643,338 shares
    Change vs previous 13F +44,584 shares

    11.29% of the 13F portfolio, value $25,405,419.

    13F-HR 0001951757-25-000828 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F/A 598,754 shares
    Change vs previous 13F not available

    11.4% of the 13F portfolio, value $21,339,606.

    13F-HR/A 0001951757-25-000376 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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