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Disclosery

Herold Advisors, Inc.: CGDV position timeline

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

Herold Advisors, Inc. held 56,091 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,091 shares
    Change vs previous 13F +4,250 shares

    0.55% of the 13F portfolio, value $2,765,000.

    13F-HR 0001172661-26-002737 filed by Herold Advisors, 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 51,841 shares
    Change vs previous 13F +856 shares

    0.48% of the 13F portfolio, value $2,205,342.

    13F-HR 0001172661-26-001982 filed by Herold Advisors, 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 50,985 shares
    Change vs previous 13F +4,231 shares

    0.5% of the 13F portfolio, value $2,225,011.

    13F-HR 0001172661-26-001090 filed by Herold Advisors, 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 46,754 shares
    Change vs previous 13F -11,426 shares

    0.46% of the 13F portfolio, value $1,965,073.

    13F-HR 0001172661-25-004762 filed by Herold Advisors, 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 58,180 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,297,535.

    13F-HR 0001172661-25-003383 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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