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Erickson Financial Group, LLC: CGDV position timeline

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

Erickson Financial Group, LLC held 1,057,731 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,057,731 shares
    Change vs previous 13F -2,237 shares

    27.94% of the 13F portfolio, value $52,124,984.

    13F-HR 0001951757-26-001068 filed by Erickson Financial Group, 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 1,059,968 shares
    Change vs previous 13F +12,554 shares

    28.26% of the 13F portfolio, value $45,091,039.

    13F-HR 0001951757-26-000542 filed by Erickson Financial Group, 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 1,047,414 shares
    Change vs previous 13F +8,061 shares

    28.07% of the 13F portfolio, value $45,709,147.

    13F-HR 0001951757-26-000237 filed by Erickson Financial Group, 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 1,039,353 shares
    Change vs previous 13F +6,350 shares

    27.43% of the 13F portfolio, value $43,684,007.

    13F-HR 0001951757-25-001223 filed by Erickson Financial Group, 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 1,033,003 shares
    Change vs previous 13F +204,511 shares

    27.56% of the 13F portfolio, value $40,793,288.

    13F-HR 0001951757-25-001069 filed by Erickson Financial Group, 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 828,492 shares
    Change vs previous 13F -3,553 shares

    22.04% of the 13F portfolio, value $29,527,455.

    13F-HR 0001951757-25-000366 filed by Erickson Financial Group, 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 832,045 shares
    Change vs previous 13F +18,005 shares

    20.88% of the 13F portfolio, value $29,337,907.

    13F-HR 0001951757-25-000155 filed by Erickson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 814,040 shares
    Change vs previous 13F not available

    21.25% of the 13F portfolio, value $29,663,618.

    13F-HR 0001951757-24-001191 filed by Erickson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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