Skip to content
Disclosery

Ball & Co Wealth Management Inc.: CGDV position timeline

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

Ball & Co Wealth Management Inc. held 196,983 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 196,983 shares
    Change vs previous 13F -13,069 shares

    6.88% of the 13F portfolio, value $9,707,000.

    13F-HR 0002057075-26-000005 filed by Ball & Co Wealth Management Inc.
    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 210,052 shares
    Change vs previous 13F -2,018 shares

    7.48% of the 13F portfolio, value $8,935,000.

    13F-HR 0002057075-26-000004 filed by Ball & Co Wealth Management Inc.
    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 212,070 shares
    Change vs previous 13F +5,120 shares

    5.96% of the 13F portfolio, value $9,250,000.

    13F-HR 0002057075-26-000001 filed by Ball & Co Wealth Management Inc.
    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 206,950 shares
    Change vs previous 13F +10,607 shares

    5.79% of the 13F portfolio, value $8,698,000.

    13F-HR 0002057075-25-000003 filed by Ball & Co Wealth Management Inc.
    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 196,343 shares
    Change vs previous 13F -19,709 shares

    8.26% of the 13F portfolio, value $7,753,000.

    13F-HR 0001907157-25-000033 filed by Ball & Co Wealth Management Inc.
    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 216,052 shares
    Change vs previous 13F -70,686 shares

    8.25% of the 13F portfolio, value $7,700,000.

    13F-HR 0001842974-25-000011 filed by Ball & Co Wealth Management Inc.
    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 286,738 shares
    Change vs previous 13F not available

    8.04% of the 13F portfolio, value $10,110,000.

    13F-HR 0002057075-25-000001 filed by Ball & Co Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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