Freedom Financial Partners LLC: CGDV position timeline

Freedom Financial Partners LLC held 250,337 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 250,337 shares

   Change vs previous 13F +17,579 shares

   4.02% of the 13F portfolio, value $12,336,596.

   13F-HR 0002063364-26-000259 filed by Freedom Financial Partners LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 232,758 shares

   Change vs previous 13F +44,671 shares

   3.53% of the 13F portfolio, value $9,901,520.

   13F-HR 0002063364-26-000101 filed by Freedom Financial Partners LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 188,087 shares

   Change vs previous 13F +61,426 shares

   2.99% of the 13F portfolio, value $8,208,112.

   13F-HR 0002063364-26-000007 filed by Freedom Financial Partners LLC
   Filed 2026-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 126,661 shares

   Change vs previous 13F not available

   2.03% of the 13F portfolio, value $5,323,555.

   13F-HR 0002063364-25-000236 filed by Freedom Financial Partners LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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