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Disclosery

Code Waechter LLC: CGDV position timeline

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

Code Waechter LLC held 344,545 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 344,545 shares
    Change vs previous 13F +17,878 shares

    8.78% of the 13F portfolio, value $16,979,157.

    13F-HR 0002039212-26-000003 filed by Code Waechter 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 326,667 shares
    Change vs previous 13F +30,605 shares

    8.26% of the 13F portfolio, value $13,896,422.

    13F-HR 0002039212-26-000002 filed by Code Waechter 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 296,062 shares
    Change vs previous 13F +8,166 shares

    8.3% of the 13F portfolio, value $12,920,154.

    13F-HR 0002039212-26-000001 filed by Code Waechter 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 287,896 shares
    Change vs previous 13F -31,529 shares

    7.85% of the 13F portfolio, value $12,025,395.

    13F-HR 0002039212-25-000006 filed by Code Waechter LLC
    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 319,425 shares
    Change vs previous 13F +152,651 shares

    8.97% of the 13F portfolio, value $12,614,093.

    13F-HR 0002039212-25-000005 filed by Code Waechter LLC
    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 166,774 shares
    Change vs previous 13F +14,826 shares

    4.89% of the 13F portfolio, value $5,944,000.

    13F-HR 0002039212-25-000003 filed by Code Waechter LLC
    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 151,948 shares
    Change vs previous 13F not available

    4.68% of the 13F portfolio, value $5,357,686.

    13F-HR 0002039212-25-000001 filed by Code Waechter LLC
    Filed (acceptance time not in the bulk data set), ingested

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