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Dean, Jacobson Financial Services, LLC: CGDV position timeline

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

Dean, Jacobson Financial Services, LLC held 222,469 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 222,469 shares
    Change vs previous 13F -1,781 shares

    6.03% of the 13F portfolio, value $10,963,284.

    13F-HR 0001869456-26-000004 filed by Dean, Jacobson Financial Services, 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 224,250 shares
    Change vs previous 13F +40,073 shares

    5.86% of the 13F portfolio, value $9,539,618.

    13F-HR 0001869456-26-000002 filed by Dean, Jacobson Financial Services, 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 184,177 shares
    Change vs previous 13F not available

    5.1% of the 13F portfolio, value $8,037,487.

    13F-HR 0001869456-26-000001 filed by Dean, Jacobson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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