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Dechtman Wealth Management, LLC: CGDV position timeline

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

Dechtman Wealth Management, LLC held 1,647,636 CGDV shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 1,647,636 shares
    Change vs previous 13F -56,087 shares

    11.23% of the 13F portfolio, value $58,095,655.

    13F-HR 0001992316-25-000001 filed by Dechtman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 1,703,723 shares
    Change vs previous 13F -41,443 shares

    12.71% of the 13F portfolio, value $62,083,665.

    13F-HR 0001992316-24-000007 filed by Dechtman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 1,745,166 shares
    Change vs previous 13F +1,069,458 shares

    12.87% of the 13F portfolio, value $57,590,473.

    13F-HR 0001992316-24-000004 filed by Dechtman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F/A 675,708 shares
    Change vs previous 13F +41,808 shares

    5.12% of the 13F portfolio, value $21,960,515.

    13F-HR/A 0001992316-24-000003 filed by Dechtman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 633,900 shares
    Change vs previous 13F not available

    4.97% of the 13F portfolio, value $18,915,000.

    13F-HR 0001992316-24-000001 filed by Dechtman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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