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Cetera Investment Advisers: CGDV position timeline

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

Cetera Investment Advisers held 18,275,976 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,275,976 shares
    Change vs previous 13F -83,318 shares

    0.82% of the 13F portfolio, value $900,640,073.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 18,359,294 shares
    Change vs previous 13F +1,959,868 shares

    0.83% of the 13F portfolio, value $781,004,351.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 16,399,426 shares
    Change vs previous 13F +2,082,860 shares

    0.78% of the 13F portfolio, value $715,670,924.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 14,316,566 shares
    Change vs previous 13F +2,466,550 shares

    0.7% of the 13F portfolio, value $601,725,290.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 11,850,016 shares
    Change vs previous 13F +1,730,269 shares

    0.79% of the 13F portfolio, value $467,957,121.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 10,119,747 shares
    Change vs previous 13F +1,672,691 shares

    0.7% of the 13F portfolio, value $360,667,795.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 8,447,056 shares
    Change vs previous 13F +2,508,825 shares

    0.62% of the 13F portfolio, value $297,843,198.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 5,938,231 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $216,389,139.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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