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HBW ADVISORY SERVICES LLC: CGDV position timeline

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

HBW ADVISORY SERVICES LLC held 123,224 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,224 shares
    Change vs previous 13F +10,915 shares

    0.55% of the 13F portfolio, value $6,072,490.

    13F-HR 0001790525-26-000003 filed by HBW ADVISORY SERVICES 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 112,309 shares
    Change vs previous 13F +23,617 shares

    0.5% of the 13F portfolio, value $4,777,604.

    13F-HR 0001790525-26-000002 filed by HBW ADVISORY SERVICES 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 88,692 shares
    Change vs previous 13F +36,601 shares

    0.42% of the 13F portfolio, value $3,870,498.

    13F-HR 0001790525-26-000001 filed by HBW ADVISORY SERVICES 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 52,091 shares
    Change vs previous 13F +15,954 shares

    0.25% of the 13F portfolio, value $2,189,385.

    13F-HR 0001790525-25-000006 filed by HBW ADVISORY SERVICES 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 36,137 shares
    Change vs previous 13F +26,115 shares

    0.18% of the 13F portfolio, value $1,427,050.

    13F-HR 0001790525-25-000004 filed by HBW ADVISORY SERVICES 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 10,022 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $357,184.

    13F-HR 0001790525-25-000003 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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