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Hartmann Taylor Wealth Management, LLC: CGDV position timeline

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

Hartmann Taylor Wealth Management, LLC held 362,091 CGDV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 362,091 shares
    Change vs previous 13F +36,195 shares

    9.93% of the 13F portfolio, value $17,688,155.

    13F-HR 0002058267-26-000005 filed by Hartmann Taylor Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 325,896 shares
    Change vs previous 13F -105 shares

    9.18% of the 13F portfolio, value $13,863,618.

    13F-HR 0002058267-26-000003 filed by Hartmann Taylor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 326,001 shares
    Change vs previous 13F +27,134 shares

    9.17% of the 13F portfolio, value $13,868,085.

    13F-HR 0002058267-26-000002 filed by Hartmann Taylor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 298,867 shares
    Change vs previous 13F +11,384 shares

    8.81% of the 13F portfolio, value $13,042,559.

    13F-HR 0002058267-26-000001 filed by Hartmann Taylor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 287,483 shares
    Change vs previous 13F +26,712 shares

    8.68% of the 13F portfolio, value $12,082,922.

    13F-HR 0002058267-25-000007 filed by Hartmann Taylor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 260,771 shares
    Change vs previous 13F -5,248 shares

    8.58% of the 13F portfolio, value $10,297,847.

    13F-HR 0002035533-25-000004 filed by Hartmann Taylor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 266,019 shares
    Change vs previous 13F not available

    8.5% of the 13F portfolio, value $9,480,930.

    13F-HR 0002058267-25-000003 filed by Hartmann Taylor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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