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Cannon Wealth Management Services, LLC: CGDV position timeline

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

Cannon Wealth Management Services, LLC held 17,857 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,857 shares
    Change vs previous 13F -846 shares

    0.48% of the 13F portfolio, value $879,993.

    13F-HR 0001765380-26-000332 filed by Cannon Wealth Management Services, 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 18,703 shares
    Change vs previous 13F -368 shares

    0.54% of the 13F portfolio, value $795,626.

    13F-HR 0001765380-26-000161 filed by Cannon Wealth Management Services, 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 19,071 shares
    Change vs previous 13F -1,794 shares

    0.59% of the 13F portfolio, value $832,258.

    13F-HR 0001765380-26-000038 filed by Cannon Wealth Management Services, 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 20,865 shares
    Change vs previous 13F -1,642 shares

    0.66% of the 13F portfolio, value $876,956.

    13F-HR 0001765380-25-000452 filed by Cannon Wealth Management Services, 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 22,507 shares
    Change vs previous 13F -589 shares

    0.73% of the 13F portfolio, value $888,801.

    13F-HR 0001765380-25-000260 filed by Cannon Wealth Management Services, 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 23,096 shares
    Change vs previous 13F -1,360 shares

    0.73% of the 13F portfolio, value $817,829.

    13F-HR 0001765380-25-000195 filed by Cannon Wealth Management Services, 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 24,456 shares
    Change vs previous 13F -2,316 shares

    0.77% of the 13F portfolio, value $894,600.

    13F-HR 0001765380-25-000035 filed by Cannon Wealth Management Services, 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 26,772 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $975,572.

    13F-HR 0001765380-24-000428 filed by Cannon Wealth Management Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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