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Disclosery

Challenger Wealth Management: CGDV position timeline

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

Challenger Wealth Management held 468,498 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 468,498 shares
    Change vs previous 13F -5,327 shares

    16.99% of the 13F portfolio, value $23,087,578.

    13F-HR 0002057602-26-000003 filed by Challenger Wealth Management
    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 473,825 shares
    Change vs previous 13F -11,764 shares

    16.11% of the 13F portfolio, value $20,156,528.

    13F-HR 0002057602-26-000002 filed by Challenger Wealth Management
    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 485,589 shares
    Change vs previous 13F +8,288 shares

    16.17% of the 13F portfolio, value $21,191,117.

    13F-HR 0002057602-26-000001 filed by Challenger Wealth Management
    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 477,301 shares
    Change vs previous 13F -5,474 shares

    15.69% of the 13F portfolio, value $20,060,980.

    13F-HR 0002057602-25-000006 filed by Challenger Wealth Management
    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 482,775 shares
    Change vs previous 13F +29,935 shares

    13.22% of the 13F portfolio, value $19,064,766.

    13F-HR 0002057602-25-000004 filed by Challenger Wealth Management
    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 452,840 shares
    Change vs previous 13F +136,690 shares

    12.79% of the 13F portfolio, value $16,139,205.

    13F-HR 0002057602-25-000003 filed by Challenger Wealth Management
    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 316,150 shares
    Change vs previous 13F not available

    9.6% of the 13F portfolio, value $11,147,437.

    13F-HR 0002057602-25-000001 filed by Challenger Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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