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HARBOUR INVESTMENTS, INC.: CGDV position timeline

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

HARBOUR INVESTMENTS, INC. held 1,085,868 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,085,868 shares
    Change vs previous 13F +2,499 shares

    0.72% of the 13F portfolio, value $53,511,557.

    13F-HR 0000810121-26-000005 filed by HARBOUR INVESTMENTS, 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 1,083,369 shares
    Change vs previous 13F +331,293 shares

    0.71% of the 13F portfolio, value $46,084,812.

    13F-HR 0000810121-26-000004 filed by HARBOUR INVESTMENTS, 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 752,076 shares
    Change vs previous 13F +114,774 shares

    0.67% of the 13F portfolio, value $32,820,612.

    13F-HR 0000810121-26-000002 filed by HARBOUR INVESTMENTS, 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 637,302 shares
    Change vs previous 13F +78,098 shares

    0.61% of the 13F portfolio, value $26,785,809.

    13F-HR 0000810121-25-000005 filed by HARBOUR INVESTMENTS, 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 559,204 shares
    Change vs previous 13F +64,918 shares

    0.56% of the 13F portfolio, value $22,082,979.

    13F-HR 0000810121-25-000004 filed by HARBOUR INVESTMENTS, 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 494,286 shares
    Change vs previous 13F +75,665 shares

    0.5% of the 13F portfolio, value $17,616,366.

    13F-HR 0000810121-25-000002 filed by HARBOUR INVESTMENTS, 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 418,621 shares
    Change vs previous 13F +92,648 shares

    0.42% of the 13F portfolio, value $14,760,593.

    13F-HR 0000810121-25-000001 filed by HARBOUR INVESTMENTS, 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 325,973 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $11,878,445.

    13F-HR 0000810121-24-000004 filed by HARBOUR INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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