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Bleakley Financial Group, LLC: CGDV position timeline

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

Bleakley Financial Group, LLC held 204,899 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 204,899 shares
    Change vs previous 13F +84,590 shares

    0.13% of the 13F portfolio, value $10,097,409.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 120,309 shares
    Change vs previous 13F +10,041 shares

    0.08% of the 13F portfolio, value $5,117,933.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 110,268 shares
    Change vs previous 13F +1,347 shares

    0.08% of the 13F portfolio, value $4,812,084.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 108,921 shares
    Change vs previous 13F +5,504 shares

    0.11% of the 13F portfolio, value $4,577,932.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 103,417 shares
    Change vs previous 13F +3,598 shares

    0.1% of the 13F portfolio, value $4,083,942.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 99,819 shares
    Change vs previous 13F -775 shares

    0.11% of the 13F portfolio, value $3,557,555.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 100,594 shares
    Change vs previous 13F +464 shares

    0.11% of the 13F portfolio, value $3,546,950.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 100,130 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,648,737.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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