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Disclosery

Cypress Capital, LLC: CGDV position timeline

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

Cypress Capital, LLC held 8,410 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,410 shares
    Change vs previous 13F +3,165 shares

    0.11% of the 13F portfolio, value $414,454.

    13F-HR 0001729939-26-000003 filed by Cypress Capital, 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 5,245 shares
    Change vs previous 13F +5,245 shares

    0.06% of the 13F portfolio, value $223,113.

    13F-HR 0001729939-26-000002 filed by Cypress Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -57,620 shares

    13F-HR 0001729939-25-000001 filed by Cypress Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-09-30
    13F 57,620 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,099,673.

    13F-HR 0001729939-24-000008 filed by Cypress Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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