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Ballew Advisors, Inc: CGDV position timeline

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

Ballew Advisors, Inc held 13,713 CGDV shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,713 shares
    Change vs previous 13F +203 shares

    0.34% of the 13F portfolio, value $674,680.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,510 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $661,315.

    13F-HR 0001580642-26-004238 filed by Ballew Advisors, Inc
    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 13,510 shares
    Change vs previous 13F +3,733 shares

    0.34% of the 13F portfolio, value $603,627.

    13F-HR 0001580642-26-002441 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,777 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $434,490.

    13F-HR 0001580642-26-000257 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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