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Disclosery

Greenbush Financial Group, LLC: CGDV position timeline

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

Greenbush Financial Group, LLC held 337,883 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 337,883 shares
    Change vs previous 13F +17,407 shares

    4.9% of the 13F portfolio, value $16,650,895.

    13F-HR 0001214659-26-008742 filed by Greenbush Financial Group, 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 320,476 shares
    Change vs previous 13F +26,303 shares

    4.51% of the 13F portfolio, value $13,633,033.

    13F-HR 0001214659-26-004754 filed by Greenbush Financial Group, 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 294,173 shares
    Change vs previous 13F +41,977 shares

    4.37% of the 13F portfolio, value $12,837,716.

    13F-HR 0001214659-26-000624 filed by Greenbush Financial Group, 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 252,196 shares
    Change vs previous 13F +15,786 shares

    4.07% of the 13F portfolio, value $10,599,795.

    13F-HR 0001214659-25-015127 filed by Greenbush Financial Group, 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 236,410 shares
    Change vs previous 13F +33,190 shares

    4.07% of the 13F portfolio, value $9,335,845.

    13F-HR 0001214659-25-010504 filed by Greenbush Financial Group, 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 203,220 shares
    Change vs previous 13F +27,481 shares

    3.6% of the 13F portfolio, value $7,242,775.

    13F-HR 0001214659-25-006107 filed by Greenbush Financial Group, 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 175,739 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $6,196,545.

    13F-HR 0001214659-25-006105 filed by Greenbush Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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