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Downshift Financial, LLC: CGDV position timeline

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

Downshift Financial, LLC held 256 CGDV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 256 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,506.

    13F-HR 0002118380-26-000005 filed by Downshift Financial, LLC
    Accepted , ingested