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Future Financial Wealth Managment LLC: CGDV position timeline

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

Future Financial Wealth Managment LLC held 139,543 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,543 shares
    Change vs previous 13F -3,841 shares

    4.24% of the 13F portfolio, value $6,797,143.

    13F-HR 0001801892-26-000003 filed by Future Financial Wealth Managment 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 143,384 shares
    Change vs previous 13F +4,845 shares

    4.19% of the 13F portfolio, value $6,506,766.

    13F-HR 0001801892-26-000002 filed by Future Financial Wealth Managment 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 138,539 shares
    Change vs previous 13F +4,145 shares

    4.07% of the 13F portfolio, value $6,047,227.

    13F-HR 0001801892-26-000001 filed by Future Financial Wealth Managment 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 134,394 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $5,648,580.

    13F-HR 0001801892-25-000005 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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