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CAPTRUST FINANCIAL ADVISORS: CGDV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 960,004 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 960,004 shares
    Change vs previous 13F +27,195 shares

    0.07% of the 13F portfolio, value $47,308,990.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 932,809 shares
    Change vs previous 13F -8,809 shares

    0.07% of the 13F portfolio, value $39,681,685.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 941,618 shares
    Change vs previous 13F +20,797 shares

    0.08% of the 13F portfolio, value $41,092,218.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 920,821 shares
    Change vs previous 13F +4,563 shares

    0.08% of the 13F portfolio, value $38,702,117.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 916,258 shares
    Change vs previous 13F +163,282 shares

    0.08% of the 13F portfolio, value $36,183,027.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 752,976 shares
    Change vs previous 13F +135,524 shares

    0.07% of the 13F portfolio, value $26,836,073.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 617,452 shares
    Change vs previous 13F +76,656 shares

    0.06% of the 13F portfolio, value $21,771,348.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 540,796 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $19,706,592.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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