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Disclosery

Fiduciary Alliance LLC: CGDV position timeline

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

Fiduciary Alliance LLC held 32,205 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 32,205 shares
    Change vs previous 13F +390 shares

    0.12% of the 13F portfolio, value $1,573,201.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 31,815 shares
    Change vs previous 13F +475 shares

    0.11% of the 13F portfolio, value $1,567,822.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 31,340 shares
    Change vs previous 13F -401 shares

    0.09% of the 13F portfolio, value $1,422,190.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 31,741 shares
    Change vs previous 13F -139 shares

    0.09% of the 13F portfolio, value $1,385,168.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 31,880 shares
    Change vs previous 13F +276 shares

    0.09% of the 13F portfolio, value $1,339,901.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 31,604 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,248,034.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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