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Disclosery

BetterWealth, LLC: CGDV position timeline

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

BetterWealth, LLC held 248,383 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 248,383 shares
    Change vs previous 13F +7,824 shares

    2.17% of the 13F portfolio, value $12,240,309.

    13F-HR 0002085853-26-000799 filed by BetterWealth, 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 240,559 shares
    Change vs previous 13F +5,166 shares

    2.01% of the 13F portfolio, value $10,233,380.

    13F-HR 0002085853-26-000492 filed by BetterWealth, 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 235,393 shares
    Change vs previous 13F +12,184 shares

    2.34% of the 13F portfolio, value $10,272,551.

    13F-HR 0001911702-26-000001 filed by BetterWealth, 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 223,209 shares
    Change vs previous 13F +3,839 shares

    2.23% of the 13F portfolio, value $9,381,474.

    13F-HR 0001911702-25-000002 filed by BetterWealth, 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 219,370 shares
    Change vs previous 13F +15,609 shares

    2.22% of the 13F portfolio, value $8,662,921.

    13F-HR 0001085146-25-003797 filed by BetterWealth, 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 203,761 shares
    Change vs previous 13F +20,411 shares

    2.04% of the 13F portfolio, value $7,262,042.

    13F-HR 0001085146-25-002365 filed by BetterWealth, 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 183,350 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $6,464,921.

    13F-HR 0001085146-25-000425 filed by BetterWealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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