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Cassady Wealth & Retirement Planning, LLC: CGDV position timeline

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

Cassady Wealth & Retirement Planning, LLC held 197,506 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 197,506 shares
    Change vs previous 13F +11,316 shares

    4.53% of the 13F portfolio, value $9,733,120.

    13F-HR 0002121075-26-000003 filed by Cassady Wealth & Retirement Planning, 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 186,190 shares
    Change vs previous 13F +28,773 shares

    4.47% of the 13F portfolio, value $8,641,088.

    13F-HR 0002121075-26-000002 filed by Cassady Wealth & Retirement Planning, 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 157,417 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $6,869,664.

    13F-HR 0002121075-26-000001 filed by Cassady Wealth & Retirement Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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