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Disclosery

Entruity Wealth, LLC: CGDV position timeline

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

Entruity Wealth, LLC held 431,925 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 431,925 shares
    Change vs previous 13F +3,513 shares

    13.77% of the 13F portfolio, value $21,285,256.

    13F-HR 0001719303-26-000004 filed by Entruity Wealth, 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 428,412 shares
    Change vs previous 13F +20,160 shares

    12.37% of the 13F portfolio, value $18,224,634.

    13F-HR 0001719303-26-000003 filed by Entruity Wealth, 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 408,252 shares
    Change vs previous 13F +70 shares

    12.7% of the 13F portfolio, value $17,816,124.

    13F-HR 0001719303-26-000002 filed by Entruity Wealth, 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 408,182 shares
    Change vs previous 13F +11,518 shares

    13.32% of the 13F portfolio, value $17,155,889.

    13F-HR 0001719303-25-000005 filed by Entruity Wealth, 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 396,664 shares
    Change vs previous 13F +21,669 shares

    13.31% of the 13F portfolio, value $15,664,261.

    13F-HR 0001596468-25-000007 filed by Entruity Wealth, LLC
    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 374,995 shares
    Change vs previous 13F +1,418 shares

    12.6% of the 13F portfolio, value $13,364,822.

    13F-HR 0001719303-25-000003 filed by Entruity Wealth, LLC
    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 373,577 shares
    Change vs previous 13F not available

    13.07% of the 13F portfolio, value $13,172,342.

    13F-HR 0001085146-25-001256 filed by Entruity Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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