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Disclosery

IHT Wealth Management, LLC: CGDV position timeline

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

IHT Wealth Management, LLC held 129,000 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,000 shares
    Change vs previous 13F +7,998 shares

    0.14% of the 13F portfolio, value $6,357,112.

    13F-HR 0001104659-26-096531 filed by IHT Wealth Management, 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 121,002 shares
    Change vs previous 13F +18,200 shares

    0.12% of the 13F portfolio, value $5,147,416.

    13F-HR 0001104659-26-061899 filed by IHT Wealth Management, 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 102,802 shares
    Change vs previous 13F +7,117 shares

    0.11% of the 13F portfolio, value $4,486,278.

    13F-HR 0001104659-26-016011 filed by IHT Wealth Management, 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 95,685 shares
    Change vs previous 13F +9,280 shares

    0.1% of the 13F portfolio, value $4,021,644.

    13F-HR 0001104659-25-112424 filed by IHT Wealth Management, 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 86,405 shares
    Change vs previous 13F +10,942 shares

    0.09% of the 13F portfolio, value $3,412,120.

    13F-HR 0001104659-25-078291 filed by IHT Wealth Management, 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 75,463 shares
    Change vs previous 13F +3,631 shares

    0.08% of the 13F portfolio, value $2,689,492.

    13F-HR 0001104659-25-049059 filed by IHT Wealth Management, 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 71,832 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,532,788.

    13F-HR 0001104659-25-013520 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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