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Disclosery

Bogart Wealth, LLC: CGDV position timeline

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

Bogart Wealth, LLC held 2,429,786 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,429,786 shares
    Change vs previous 13F +31,185 shares

    4.11% of the 13F portfolio, value $119,739,837.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, 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 2,398,601 shares
    Change vs previous 13F +19,031 shares

    3.94% of the 13F portfolio, value $102,036,466.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, 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 2,379,570 shares
    Change vs previous 13F +687 shares

    4.17% of the 13F portfolio, value $103,844,414.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, 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 2,378,883 shares
    Change vs previous 13F -8,997 shares

    4.06% of the 13F portfolio, value $99,984,448.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, 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 2,387,880 shares
    Change vs previous 13F +60,323 shares

    4.03% of the 13F portfolio, value $94,297,395.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, 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 2,327,557 shares
    Change vs previous 13F +1,097,886 shares

    3.92% of the 13F portfolio, value $82,954,139.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, 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 1,229,671 shares
    Change vs previous 13F -7,657 shares

    2.06% of the 13F portfolio, value $43,358,207.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, 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 1,237,328 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $45,088,233.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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