Skip to content
Disclosery

FinDec Wealth Services, Inc.: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FinDec Wealth Services, Inc. on CGDV, newest first. How the timeline and the estimate are built.

FinDec Wealth Services, Inc. held 10,823 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 10,823 shares
    Change vs previous 13F -1,172 shares

    0.63% of the 13F portfolio, value $533,335.

    13F-HR 0001172661-26-003109 filed by FinDec Wealth Services, Inc.
    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 11,995 shares
    Change vs previous 13F -40 shares

    0.62% of the 13F portfolio, value $510,281.

    13F-HR 0001172661-26-001601 filed by FinDec Wealth Services, Inc.
    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 12,035 shares
    Change vs previous 13F -244 shares

    0.56% of the 13F portfolio, value $525,221.

    13F-HR 0001172661-26-000532 filed by FinDec Wealth Services, Inc.
    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 12,279 shares
    Change vs previous 13F -5,254 shares

    0.53% of the 13F portfolio, value $516,087.

    13F-HR 0001172661-25-004389 filed by FinDec Wealth Services, Inc.
    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 17,533 shares
    Change vs previous 13F -25,266 shares

    0.72% of the 13F portfolio, value $692,360.

    13F-HR 0001172661-25-002708 filed by FinDec Wealth Services, Inc.
    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 42,799 shares
    Change vs previous 13F -331,478 shares

    1.51% of the 13F portfolio, value $1,525,341.

    13F-HR 0001172661-25-002097 filed by FinDec Wealth Services, Inc.
    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 374,277 shares
    Change vs previous 13F -38,667 shares

    9.16% of the 13F portfolio, value $13,197,006.

    13F-HR 0001172661-25-001071 filed by FinDec Wealth Services, Inc.
    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 412,944 shares
    Change vs previous 13F not available

    8.74% of the 13F portfolio, value $15,047,677.

    13F-HR 0001172661-24-004828 filed by FinDec Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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