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Disclosery

BNB Wealth Management, LLC: CGDV position timeline

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

BNB Wealth Management, LLC held 159,074 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 159,074 shares
    Change vs previous 13F +9,319 shares

    4.29% of the 13F portfolio, value $7,839,156.

    13F-HR 0002111175-26-000003 filed by BNB Wealth 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 149,755 shares
    Change vs previous 13F +10,601 shares

    4.09% of the 13F portfolio, value $6,370,599.

    13F-HR 0002111175-26-000002 filed by BNB Wealth 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 139,154 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $6,072,660.

    13F-HR 0002111175-26-000001 filed by BNB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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