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Disclosery

CapWealth Advisors, LLC: CGDV position timeline

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

CapWealth Advisors, LLC held 15,308 CGDV shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,308 shares
    Change vs previous 13F -1,184 shares

    0.06% of the 13F portfolio, value $747,816.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,492 shares
    Change vs previous 13F -1,645 shares

    0.06% of the 13F portfolio, value $812,726.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 18,137 shares
    Change vs previous 13F -960 shares

    0.06% of the 13F portfolio, value $771,548.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 19,097 shares
    Change vs previous 13F -2,060 shares

    0.06% of the 13F portfolio, value $833,393.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 21,157 shares
    Change vs previous 13F -250 shares

    0.06% of the 13F portfolio, value $889,229.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 21,407 shares
    Change vs previous 13F -220 shares

    0.08% of the 13F portfolio, value $845,362.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 21,627 shares
    Change vs previous 13F -35 shares

    0.08% of the 13F portfolio, value $770,786.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 21,662 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $763,802.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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