Clear Creek Financial Management, LLC: CGDV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clear Creek Financial Management, LLC on CGDV, newest first. How the timeline and the estimate are built.
Clear Creek Financial Management, LLC held 135,211 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 135,211 sharesChange vs previous 13F +2,597 shares
0.43% of the 13F portfolio, value $6,663,199.
13F-HR 0001784235-26-000004 filed by Clear Creek Financial Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 132,614 sharesChange vs previous 13F +21,787 shares
0.43% of the 13F portfolio, value $5,641,419.
13F-HR 0001784235-26-000003 filed by Clear Creek Financial Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 110,827 sharesChange vs previous 13F +3,597 shares
0.39% of the 13F portfolio, value $4,836,481.
13F-HR 0001784235-26-000001 filed by Clear Creek Financial Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 107,230 sharesChange vs previous 13F +3,918 shares
0.39% of the 13F portfolio, value $4,506,896.
13F-HR 0001784235-25-000003 filed by Clear Creek Financial Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 103,312 sharesChange vs previous 13F +2,816 shares
0.39% of the 13F portfolio, value $4,079,774.
13F-HR 0001085146-25-004080 filed by Clear Creek Financial Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 100,496 sharesChange vs previous 13F +13,956 shares
0.37% of the 13F portfolio, value $3,581,674.
13F-HR 0001085146-25-002379 filed by Clear Creek Financial Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 86,540 sharesChange vs previous 13F +6,918 shares
0.33% of the 13F portfolio, value $3,051,397.
13F-HR 0001085146-25-000456 filed by Clear Creek Financial Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 79,622 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $2,901,415.
13F-HR 0001085146-24-005207 filed by Clear Creek Financial Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).