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Disclosery

CGN Advisors LLC: CGDV position timeline

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

CGN Advisors LLC held 202,765 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 202,765 shares
    Change vs previous 13F +62,158 shares

    0.73% of the 13F portfolio, value $9,992,242.

    13F-HR 0001841506-26-000004 filed by CGN Advisors 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 140,607 shares
    Change vs previous 13F +3,453 shares

    0.47% of the 13F portfolio, value $5,981,422.

    13F-HR 0001841506-26-000003 filed by CGN 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 ended2025-12-31
    13F 137,154 shares
    Change vs previous 13F +27,519 shares

    0.47% of the 13F portfolio, value $5,985,401.

    13F-HR 0001841506-26-000001 filed by CGN 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 ended2025-09-30
    13F 109,635 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $4,607,959.

    13F-HR 0001841506-25-000008 filed by CGN Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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