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Disclosery

HB Wealth Management, LLC: CGDV position timeline

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

HB Wealth Management, LLC held 72,193 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,193 shares
    Change vs previous 13F +30,003 shares

    0.02% of the 13F portfolio, value $3,557,715.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 42,190 shares
    Change vs previous 13F +6,430 shares

    0.01% of the 13F portfolio, value $1,794,801.

    13F-HR 0001172661-26-001543 filed by HB 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 ended2025-12-31
    13F 35,760 shares
    Change vs previous 13F +5,422 shares

    0.01% of the 13F portfolio, value $1,560,606.

    13F-HR 0001172661-26-000353 filed by HB 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 ended2025-09-30
    13F 30,338 shares
    Change vs previous 13F +18,357 shares

    0.01% of the 13F portfolio, value $1,275,145.

    13F-HR 0001172661-25-004398 filed by HB 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 ended2025-06-30
    13F 11,981 shares
    Change vs previous 13F +763 shares

    <0.01% of the 13F portfolio, value $473,168.

    13F-HR 0001172661-25-002644 filed by HB 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 ended2025-03-31
    13F 11,218 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $399,817.

    13F-HR 0001172661-25-001594 filed by HB 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 ended2024-12-31
    13F 11,218 shares
    Change vs previous 13F +42 shares

    <0.01% of the 13F portfolio, value $395,554.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    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 11,176 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $407,253.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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