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Clear Point Advisors Inc.: CGDV position timeline

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

Clear Point Advisors Inc. held 65,627 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,627 shares
    Change vs previous 13F +2,180 shares

    2.87% of the 13F portfolio, value $3,234,095.

    13F-HR 0001754960-26-000665 filed by Clear Point Advisors Inc.
    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 63,447 shares
    Change vs previous 13F -1,097 shares

    2.1% of the 13F portfolio, value $2,699,055.

    13F-HR 0001754960-26-000345 filed by Clear Point Advisors Inc.
    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 64,544 shares
    Change vs previous 13F +7,141 shares

    2.19% of the 13F portfolio, value $2,816,720.

    13F-HR 0001754960-26-000165 filed by Clear Point Advisors Inc.
    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 57,403 shares
    Change vs previous 13F +3,795 shares

    1.87% of the 13F portfolio, value $2,412,652.

    13F-HR 0001754960-25-000714 filed by Clear Point Advisors Inc.
    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 53,608 shares
    Change vs previous 13F +9,965 shares

    1.78% of the 13F portfolio, value $2,116,963.

    13F-HR 0001754960-25-000415 filed by Clear Point Advisors Inc.
    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 43,643 shares
    Change vs previous 13F -547 shares

    1.4% of the 13F portfolio, value $1,555,447.

    13F-HR 0001754960-25-000225 filed by Clear Point Advisors Inc.
    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 44,190 shares
    Change vs previous 13F +2,973 shares

    1.33% of the 13F portfolio, value $1,558,150.

    13F-HR 0001754960-25-000091 filed by Clear Point Advisors Inc.
    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 41,217 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,501,958.

    13F-HR 0002010474-24-000005 filed by Clear Point Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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