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Disclosery

Birchwood Financial Partners, Inc.: CGDV position timeline

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

Birchwood Financial Partners, Inc. held 23,829 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,829 shares
    Change vs previous 13F +2,619 shares

    0.96% of the 13F portfolio, value $1,174,317.

    13F-HR 0002110062-26-000006 filed by Birchwood Financial Partners, 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 21,210 shares
    Change vs previous 13F +1,978 shares

    0.87% of the 13F portfolio, value $902,284.

    13F-HR 0002110062-26-000004 filed by Birchwood Financial Partners, 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 19,232 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $839,295.

    13F-HR 0002110062-26-000003 filed by Birchwood Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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