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Disclosery

Delta Financial Group, Inc.: CGDV position timeline

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

Delta Financial Group, Inc. held 188,067 CGDV shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 188,067 shares
    Change vs previous 13F +19,525 shares

    1.57% of the 13F portfolio, value $6,859,000.

    13F-HR 0001965718-25-000003 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 168,542 shares
    Change vs previous 13F +31,046 shares

    1.39% of the 13F portfolio, value $5,943,000.

    13F-HR 0001965718-25-000001 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 137,496 shares
    Change vs previous 13F +22,744 shares

    1.86% of the 13F portfolio, value $5,010,000.

    13F-HR 0001965718-24-000005 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 114,752 shares
    Change vs previous 13F +22,904 shares

    1.59% of the 13F portfolio, value $3,787,000.

    13F-HR 0001965718-24-000004 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 91,848 shares
    Change vs previous 13F +19,878 shares

    0.88% of the 13F portfolio, value $2,985,000.

    13F-HR 0001965718-24-000002 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 71,970 shares
    Change vs previous 13F +14,108 shares

    0.68% of the 13F portfolio, value $2,148,000.

    13F-HR 0001965718-24-000001 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 57,862 shares
    Change vs previous 13F +17,051 shares

    0.53% of the 13F portfolio, value $1,532,000.

    13F-HR 0001965798-23-000004 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 40,811 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,104,000.

    13F-HR 0001965718-23-000005 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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