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Disclosery

Financial Council, LLC: CGDV position timeline

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

Financial Council, LLC held 74,961 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,961 shares
    Change vs previous 13F +3,135 shares

    1.2% of the 13F portfolio, value $3,694,070.

    13F-HR 0001883629-26-000005 filed by Financial Council, 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 71,826 shares
    Change vs previous 13F +14,853 shares

    1.18% of the 13F portfolio, value $3,055,466.

    13F-HR 0001883629-26-000003 filed by Financial Council, 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 56,973 shares
    Change vs previous 13F +15,455 shares

    0.99% of the 13F portfolio, value $2,486,298.

    13F-HR 0001883629-26-000001 filed by Financial Council, 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 41,518 shares
    Change vs previous 13F +1,890 shares

    0.77% of the 13F portfolio, value $1,744,989.

    13F-HR 0001883629-25-000004 filed by Financial Council, 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 39,628 shares
    Change vs previous 13F -3,651 shares

    0.75% of the 13F portfolio, value $1,564,922.

    13F-HR 0001085146-25-003994 filed by Financial Council, 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 43,279 shares
    Change vs previous 13F +6,775 shares

    0.83% of the 13F portfolio, value $1,542,479.

    13F-HR 0001085146-25-002093 filed by Financial Council, 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 36,504 shares
    Change vs previous 13F +4,990 shares

    0.66% of the 13F portfolio, value $1,287,147.

    13F-HR 0001085146-25-000849 filed by Financial Council, 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 31,514 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,148,373.

    13F-HR 0001883629-24-000008 filed by Financial Council, LLC
    Filed (acceptance time not in the bulk data set), ingested

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