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Disclosery

Forge Financial Services LLC: CGDV position timeline

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

Forge Financial Services LLC held 5,686,869 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,686,869 shares
    Change vs previous 13F +44,148 shares

    24.14% of the 13F portfolio, value $280,248,916.

    13F-HR 0002055357-26-000004 filed by Forge Financial Services 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 5,642,721 shares
    Change vs previous 13F +5,227,689 shares

    24.31% of the 13F portfolio, value $240,041,271.

    13F-HR 0002055357-26-000002 filed by Forge Financial Services 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 415,032 shares
    Change vs previous 13F +12,256 shares

    7.74% of the 13F portfolio, value $18,111,931.

    13F-HR 0002055357-26-000001 filed by Forge Financial Services 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 402,776 shares
    Change vs previous 13F +6,199 shares

    8% of the 13F portfolio, value $17,065,581.

    13F-HR 0002055357-25-000002 filed by Forge Financial Services 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 396,577 shares
    Change vs previous 13F +802 shares

    12.05% of the 13F portfolio, value $16,053,416.

    13F-HR 0001085146-25-004792 filed by Forge Financial Services 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 395,775 shares
    Change vs previous 13F -5,618 shares

    12.46% of the 13F portfolio, value $14,105,376.

    13F-HR 0001085146-25-002634 filed by Forge Financial Services 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 401,393 shares
    Change vs previous 13F not available

    12.51% of the 13F portfolio, value $14,891,777.

    13F-HR 0001085146-25-001088 filed by Forge Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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