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Hopwood Financial Services, Inc.: CGDV position timeline

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

Hopwood Financial Services, Inc. held 47,609 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 47,609 shares
    Change vs previous 13F +6,184 shares

    1.36% of the 13F portfolio, value $2,346,298.

    13F-HR 0001705819-26-000042 filed by Hopwood Financial Services, 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 41,425 shares
    Change vs previous 13F +5,218 shares

    1.19% of the 13F portfolio, value $1,762,304.

    13F-HR 0001705819-26-000036 filed by Hopwood Financial Services, 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 36,207 shares
    Change vs previous 13F +11,324 shares

    1.11% of the 13F portfolio, value $1,580,074.

    13F-HR 0001705819-26-000009 filed by Hopwood Financial Services, 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 24,883 shares
    Change vs previous 13F +19,684 shares

    0.7% of the 13F portfolio, value $1,045,876.

    13F-HR 0002023166-25-000005 filed by Hopwood Financial Services, 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 5,199 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $205,309.

    13F-HR 0002023166-25-000004 filed by Hopwood Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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