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Disclosery

Delta Investment Management, LLC: CGDV position timeline

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

Delta Investment Management, LLC held 120,750 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,750 shares
    Change vs previous 13F -3,104 shares

    0.98% of the 13F portfolio, value $5,950,554.

    13F-HR 0001757043-26-000004 filed by Delta Investment 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 ended2026-03-31
    13F 123,854 shares
    Change vs previous 13F -54,166 shares

    0.94% of the 13F portfolio, value $5,268,737.

    13F-HR 0001757043-26-000003 filed by Delta Investment 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 ended2025-12-31
    13F 178,020 shares
    Change vs previous 13F -195,893 shares

    1.35% of the 13F portfolio, value $7,768,780.

    13F-HR 0001757043-26-000002 filed by Delta Investment 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 ended2025-09-30
    13F 373,913 shares
    Change vs previous 13F -7,385 shares

    2.82% of the 13F portfolio, value $15,715,561.

    13F-HR 0001757043-25-000003 filed by Delta Investment 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 ended2025-06-30
    13F 381,298 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $15,057,464.

    13F-HR 0001095449-25-000056 filed by Delta Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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