Householder Group Estate & Retirement Specialist, LLC: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Householder Group Estate & Retirement Specialist, LLC on CGDV, newest first. How the timeline and the estimate are built.

Householder Group Estate & Retirement Specialist, LLC held 0 CGDV shares at 2024-12-31 per its 13F-HR filed 2025-01-15.

the latest 13F is the newest step

period ended2024-12-31
13F 0 shares
Change vs previous 13F -37,895 shares
13F-HR 0001881590-25-000001 filed by Householder Group Estate & Retirement Specialist, LLC
Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 37,895 shares
Change vs previous 13F +3,397 shares
0.4% of the 13F portfolio, value $1,380,000.
13F-HR 0001881590-24-000005 filed by Householder Group Estate & Retirement Specialist, LLC
Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 34,498 shares
Change vs previous 13F 0 shares
0.32% of the 13F portfolio, value $1,138,000.
13F-HR 0001881590-24-000003 filed by Householder Group Estate & Retirement Specialist, LLC
Filed 2024-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 34,498 shares
Change vs previous 13F +1,643 shares
0.33% of the 13F portfolio, value $1,121,189.
13F-HR 0001881590-24-000002 filed by Householder Group Estate & Retirement Specialist, LLC
Filed 2024-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 32,855 shares
Change vs previous 13F +8,722 shares
0.32% of the 13F portfolio, value $980,000.
13F-HR 0001881590-24-000001 filed by Householder Group Estate & Retirement Specialist, LLC
Filed 2024-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 24,133 shares
Change vs previous 13F +9,151 shares
0.23% of the 13F portfolio, value $638,802.
13F-HR 0001881590-23-000005 filed by Householder Group Estate & Retirement Specialist, LLC
Filed 2023-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 14,982 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $374,000.
13F-HR 0001881590-23-000002 filed by Householder Group Estate & Retirement Specialist, LLC
Filed 2023-04-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).