Skip to content
Disclosery

Financial Advocates Investment Management: CGDV position timeline

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

Financial Advocates Investment Management held 20,045 CGDV shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 20,045 shares
    Change vs previous 13F -256,854 shares

    0.47% of the 13F portfolio, value $842,478.

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 276,899 shares
    Change vs previous 13F -28,720 shares

    0.89% of the 13F portfolio, value $10,934,717.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 305,619 shares
    Change vs previous 13F +98,995 shares

    0.77% of the 13F portfolio, value $10,892,275.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 206,624 shares
    Change vs previous 13F -7,137 shares

    0.42% of the 13F portfolio, value $7,285,543.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 213,761 shares
    Change vs previous 13F +4,734 shares

    0.44% of the 13F portfolio, value $7,789,429.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 209,027 shares
    Change vs previous 13F +2,979 shares

    0.43% of the 13F portfolio, value $6,897,876.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 206,048 shares
    Change vs previous 13F +145,315 shares

    0.39% of the 13F portfolio, value $6,696,670.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 60,733 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,812,269.

    13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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