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FSA WEALTH PARTNERS, INC.: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FSA WEALTH PARTNERS, INC. on CGDV, newest first. How the timeline and the estimate are built.

FSA WEALTH PARTNERS, INC. held 319,177 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 319,177 shares
    Change vs previous 13F +48,271 shares

    3.94% of the 13F portfolio, value $15,729,043.

    13F-HR 0001705819-26-000048 filed by FSA WEALTH PARTNERS, 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 270,906 shares
    Change vs previous 13F -316,252 shares

    5.48% of the 13F portfolio, value $11,524,341.

    13F-HR 0001705819-26-000030 filed by FSA WEALTH PARTNERS, 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 587,158 shares
    Change vs previous 13F -28,379 shares

    9.21% of the 13F portfolio, value $25,623,575.

    13F-HR 0001705819-26-000017 filed by FSA WEALTH PARTNERS, 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 615,537 shares
    Change vs previous 13F +22,507 shares

    9.97% of the 13F portfolio, value $25,871,020.

    13F-HR 0001705819-25-000074 filed by FSA WEALTH PARTNERS, 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 593,030 shares
    Change vs previous 13F +330,208 shares

    11.31% of the 13F portfolio, value $23,418,754.

    13F-HR 0001705819-25-000048 filed by FSA WEALTH PARTNERS, 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 262,822 shares
    Change vs previous 13F -325,075 shares

    3.54% of the 13F portfolio, value $9,366,976.

    13F-HR 0001705819-25-000037 filed by FSA WEALTH PARTNERS, 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 587,897 shares
    Change vs previous 13F -384,071 shares

    4.86% of the 13F portfolio, value $20,729,249.

    13F-HR 0001705819-25-000019 filed by FSA WEALTH PARTNERS, 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 971,968 shares
    Change vs previous 13F not available

    8.56% of the 13F portfolio, value $35,418,514.

    13F-HR 0001705819-24-000062 filed by FSA WEALTH PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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