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IAM Advisory, LLC: CGDV position timeline

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

IAM Advisory, LLC held 1,463,839 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,463,839 shares
    Change vs previous 13F +9,445 shares

    14.06% of the 13F portfolio, value $72,138,006.

    13F-HR 0001951757-26-001001 filed by IAM Advisory, 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 1,454,394 shares
    Change vs previous 13F +27,546 shares

    13.86% of the 13F portfolio, value $61,869,927.

    13F-HR 0001951757-26-000576 filed by IAM Advisory, 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 1,426,848 shares
    Change vs previous 13F +943,584 shares

    13.84% of the 13F portfolio, value $62,267,639.

    13F-HR 0001951757-26-000017 filed by IAM Advisory, 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 483,264 shares
    Change vs previous 13F +3,743 shares

    4.57% of the 13F portfolio, value $20,311,584.

    13F-HR 0001951757-25-001179 filed by IAM Advisory, 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 479,521 shares
    Change vs previous 13F +280,284 shares

    4.55% of the 13F portfolio, value $18,936,302.

    13F-HR 0001951757-25-000585 filed by IAM Advisory, 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 199,237 shares
    Change vs previous 13F +2,692 shares

    1.84% of the 13F portfolio, value $7,100,805.

    13F-HR 0001951757-25-000329 filed by IAM Advisory, 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 196,545 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $6,930,163.

    13F-HR 0001951757-25-000046 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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