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ENDEAVOR PRIVATE WEALTH, INC.: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENDEAVOR PRIVATE WEALTH, INC. on CGDV, newest first. How the timeline and the estimate are built.

ENDEAVOR PRIVATE WEALTH, INC. held 102,034 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,034 shares
    Change vs previous 13F +1,546 shares

    1.23% of the 13F portfolio, value $5,043,250.

    13F-HR 0001906023-26-000005 filed by ENDEAVOR PRIVATE WEALTH, INC.
    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 100,488 shares
    Change vs previous 13F +4,603 shares

    1.23% of the 13F portfolio, value $4,285,849.

    13F-HR 0001906023-26-000003 filed by ENDEAVOR PRIVATE WEALTH, INC.
    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 95,885 shares
    Change vs previous 13F +5,138 shares

    1.2% of the 13F portfolio, value $4,184,431.

    13F-HR 0001906023-26-000001 filed by ENDEAVOR PRIVATE WEALTH, INC.
    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 90,747 shares
    Change vs previous 13F +7,763 shares

    1.18% of the 13F portfolio, value $3,826,375.

    13F-HR 0001906023-25-000008 filed by ENDEAVOR PRIVATE WEALTH, INC.
    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 82,984 shares
    Change vs previous 13F +14,871 shares

    1.55% of the 13F portfolio, value $3,287,788.

    13F-HR 0001906023-25-000005 filed by ENDEAVOR PRIVATE WEALTH, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 68,113 shares
    Change vs previous 13F +12,380 shares

    1.32% of the 13F portfolio, value $2,434,836.

    13F-HR 0001906023-25-000003 filed by ENDEAVOR PRIVATE WEALTH, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 55,733 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $1,965,132.

    13F-HR 0001906023-25-000002 filed by ENDEAVOR PRIVATE WEALTH, INC.
    Filed (acceptance time not in the bulk data set), ingested

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