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Disclosery

Belpointe Asset Management LLC: CGDV position timeline

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

Belpointe Asset Management LLC held 70,381 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 70,381 shares
    Change vs previous 13F +30,472 shares

    0.11% of the 13F portfolio, value $3,468,420.

    13F-HR 0001721242-26-000005 filed by Belpointe Asset Management 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 39,909 shares
    Change vs previous 13F +3,650 shares

    0.06% of the 13F portfolio, value $1,697,758.

    13F-HR 0001721242-26-000004 filed by Belpointe Asset 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 ended2025-12-31
    13F 36,259 shares
    Change vs previous 13F +851 shares

    0.06% of the 13F portfolio, value $1,582,373.

    13F-HR 0001721242-26-000001 filed by Belpointe Asset 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 ended2025-09-30
    13F 35,408 shares
    Change vs previous 13F +3,782 shares

    0.06% of the 13F portfolio, value $1,488,203.

    13F-HR 0001721242-25-000007 filed by Belpointe Asset 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 ended2025-06-30
    13F 31,626 shares
    Change vs previous 13F -11 shares

    0.05% of the 13F portfolio, value $1,248,945.

    13F-HR 0001721242-25-000005 filed by Belpointe Asset 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 ended2025-03-31
    13F 31,637 shares
    Change vs previous 13F +2,135 shares

    0.06% of the 13F portfolio, value $1,127,577.

    13F-HR 0001721242-25-000004 filed by Belpointe Asset 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 ended2024-12-31
    13F 29,502 shares
    Change vs previous 13F +109 shares

    0.06% of the 13F portfolio, value $1,054,992.

    13F-HR 0001721242-25-000002 filed by Belpointe Asset Management 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 29,393 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,071,081.

    13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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