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Disclosery

Carter Financial, LLC: CGDV position timeline

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

Carter Financial, LLC held 409,548 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 409,548 shares
    Change vs previous 13F +13,002 shares

    15.13% of the 13F portfolio, value $20,182,522.

    13F-HR 0001172661-26-003410 filed by Carter Financial, 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 396,546 shares
    Change vs previous 13F +32,795 shares

    14.67% of the 13F portfolio, value $16,869,052.

    13F-HR 0001172661-26-001814 filed by Carter Financial, 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 363,751 shares
    Change vs previous 13F not available

    14.01% of the 13F portfolio, value $15,874,078.

    13F-HR 0001172661-26-001353 filed by Carter Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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