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Farther Finance Advisors, LLC: CGDV position timeline

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

Farther Finance Advisors, LLC held 458,445 CGDV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 458,445 shares
    Change vs previous 13F +31,954 shares

    0.16% of the 13F portfolio, value $22,395,062.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 426,491 shares
    Change vs previous 13F +242,175 shares

    0.16% of the 13F portfolio, value $21,017,438.

    13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 184,316 shares
    Change vs previous 13F +97,693 shares

    0.07% of the 13F portfolio, value $7,886,882.

    13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 86,623 shares
    Change vs previous 13F +46,000 shares

    0.04% of the 13F portfolio, value $3,780,207.

    13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 40,623 shares
    Change vs previous 13F +10,187 shares

    0.03% of the 13F portfolio, value $1,707,402.

    13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 30,436 shares
    Change vs previous 13F +21,212 shares

    0.02% of the 13F portfolio, value $1,201,934.

    13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,224 shares
    Change vs previous 13F +7,615 shares

    0.01% of the 13F portfolio, value $329,580.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,609 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $56,733.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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