Skip to content
Disclosery

Bravera Wealth: CGDV position timeline

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

Bravera Wealth held 135,729 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,729 shares
    Change vs previous 13F +11,547 shares

    2.56% of the 13F portfolio, value $6,688,725.

    13F-HR 0002126773-26-000003 filed by Bravera Wealth
    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 124,182 shares
    Change vs previous 13F +19,486 shares

    2.38% of the 13F portfolio, value $5,282,702.

    13F-HR 0002126773-26-000002 filed by Bravera Wealth
    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 104,696 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $4,568,933.

    13F-HR 0002126773-26-000001 filed by Bravera Wealth
    Filed (acceptance time not in the bulk data set), ingested

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