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Disclosery

Financial Freedom, LLC: CGDV position timeline

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

Financial Freedom, LLC held 8,997 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,997 shares
    Change vs previous 13F +6,393 shares

    0.2% of the 13F portfolio, value $443,372.

    13F-HR 0001965484-26-000003 filed by Financial Freedom, 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 2,604 shares
    Change vs previous 13F +600 shares

    0.06% of the 13F portfolio, value $110,774.

    13F-HR 0001965484-26-000002 filed by Financial Freedom, 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 2,004 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $87,455.

    13F-HR 0001965484-26-000001 filed by Financial Freedom, LLC
    Filed (acceptance time not in the bulk data set), ingested

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