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CERTIOR FINANCIAL GROUP, LLC: CGDV position timeline

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

CERTIOR FINANCIAL GROUP, LLC held 87,414 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,414 shares
    Change vs previous 13F +1,499 shares

    2.36% of the 13F portfolio, value $4,307,778.

    13F-HR 0001104659-26-084938 filed by CERTIOR FINANCIAL GROUP, 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 85,915 shares
    Change vs previous 13F +8,913 shares

    2.33% of the 13F portfolio, value $3,654,832.

    13F-HR 0001104659-26-049297 filed by CERTIOR FINANCIAL GROUP, 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 77,002 shares
    Change vs previous 13F +1,688 shares

    2.29% of the 13F portfolio, value $3,360,375.

    13F-HR 0001104659-26-010102 filed by CERTIOR FINANCIAL GROUP, 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 75,314 shares
    Change vs previous 13F +12,661 shares

    2.15% of the 13F portfolio, value $3,165,450.

    13F-HR 0001104659-25-104742 filed by CERTIOR FINANCIAL GROUP, 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 62,653 shares
    Change vs previous 13F -3,063 shares

    1.9% of the 13F portfolio, value $2,474,159.

    13F-HR 0001104659-25-077440 filed by CERTIOR FINANCIAL GROUP, 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 65,716 shares
    Change vs previous 13F +3,902 shares

    1.93% of the 13F portfolio, value $2,342,133.

    13F-HR 0001104659-25-049185 filed by CERTIOR FINANCIAL GROUP, 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 61,814 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $2,179,576.

    13F-HR 0001104659-25-012569 filed by CERTIOR FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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