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Disclosery

D.A. DAVIDSON & CO.: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on CGDV, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 3,732,526 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,732,526 shares
    Change vs previous 13F +92,586 shares

    1.02% of the 13F portfolio, value $183,938,877.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 3,639,940 shares
    Change vs previous 13F +98,328 shares

    0.94% of the 13F portfolio, value $154,843,056.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 3,541,612 shares
    Change vs previous 13F +164,576 shares

    0.95% of the 13F portfolio, value $154,555,961.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 3,377,036 shares
    Change vs previous 13F +80,122 shares

    0.91% of the 13F portfolio, value $141,936,856.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 3,296,914 shares
    Change vs previous 13F +55,004 shares

    0.92% of the 13F portfolio, value $130,195,138.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 3,241,910 shares
    Change vs previous 13F +2,855,493 shares

    0.93% of the 13F portfolio, value $115,541,674.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 386,417 shares
    Change vs previous 13F +83,617 shares

    0.11% of the 13F portfolio, value $13,625,077.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 302,800 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $11,034,064.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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