Skip to content
Disclosery

IFP Advisors, Inc: CGDV position timeline

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

IFP Advisors, Inc held 666,097 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 666,097 shares
    Change vs previous 13F +33,843 shares

    0.59% of the 13F portfolio, value $32,825,260.

    13F-HR 0001641866-26-000004 filed by IFP 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 632,254 shares
    Change vs previous 13F +152,778 shares

    0.56% of the 13F portfolio, value $26,896,085.

    13F-HR 0001641866-26-000003 filed by IFP 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 479,476 shares
    Change vs previous 13F +32,296 shares

    0.47% of the 13F portfolio, value $20,924,333.

    13F-HR 0001641866-26-000001 filed by IFP 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/A 447,180 shares
    Change vs previous 13F +31,910 shares

    0.49% of the 13F portfolio, value $18,794,975.

    13F-HR/A 0001641866-26-000002 filed by IFP 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 415,270 shares
    Change vs previous 13F +37,180 shares

    0.47% of the 13F portfolio, value $16,399,387.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 378,090 shares
    Change vs previous 13F +354,702 shares

    0.42% of the 13F portfolio, value $13,475,351.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 23,388 shares
    Change vs previous 13F +236 shares

    0.03% of the 13F portfolio, value $824,623.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 23,152 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $843,641.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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