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Disclosery

Bridgewealth Advisory Group, LLC: CGDV position timeline

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

Bridgewealth Advisory Group, LLC held 41,058 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,058 shares
    Change vs previous 13F -1,369 shares

    0.38% of the 13F portfolio, value $2,023,338.

    13F-HR 0001172661-26-002825 filed by Bridgewealth Advisory 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 42,427 shares
    Change vs previous 13F +4,650 shares

    0.37% of the 13F portfolio, value $1,804,845.

    13F-HR 0001172661-26-001987 filed by Bridgewealth Advisory 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 37,777 shares
    Change vs previous 13F +4,771 shares

    0.36% of the 13F portfolio, value $1,648,588.

    13F-HR 0001172661-26-000475 filed by Bridgewealth Advisory 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 33,006 shares
    Change vs previous 13F +7,542 shares

    0.32% of the 13F portfolio, value $1,387,242.

    13F-HR 0001172661-25-004388 filed by Bridgewealth Advisory 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 25,464 shares
    Change vs previous 13F +2,808 shares

    0.26% of the 13F portfolio, value $1,005,573.

    13F-HR 0001172661-25-002862 filed by Bridgewealth Advisory 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 22,656 shares
    Change vs previous 13F +1,625 shares

    1.06% of the 13F portfolio, value $807,460.

    13F-HR 0001172661-25-001724 filed by Bridgewealth Advisory 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 21,031 shares
    Change vs previous 13F +5,638 shares

    0.22% of the 13F portfolio, value $785,718.

    13F-HR 0001172661-25-001257 filed by Bridgewealth Advisory 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 15,393 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $560,921.

    13F-HR 0001172661-24-004645 filed by Bridgewealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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