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IMG Wealth Management, Inc.: CGDV position timeline

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

IMG Wealth Management, Inc. held 281,740 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 281,740 shares
    Change vs previous 13F +7,157 shares

    7.73% of the 13F portfolio, value $13,884,168.

    13F-HR 0001398344-26-013805 filed by IMG Wealth Management, 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 274,583 shares
    Change vs previous 13F +11,679 shares

    7.45% of the 13F portfolio, value $11,680,778.

    13F-HR 0001398344-26-009321 filed by IMG Wealth Management, 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 262,904 shares
    Change vs previous 13F +15,232 shares

    7.29% of the 13F portfolio, value $11,473,148.

    13F-HR 0001398344-26-002289 filed by IMG Wealth Management, 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 247,672 shares
    Change vs previous 13F +25,123 shares

    7.04% of the 13F portfolio, value $10,409,671.

    13F-HR 0001398344-25-020333 filed by IMG Wealth Management, 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 222,549 shares
    Change vs previous 13F +16,557 shares

    6.81% of the 13F portfolio, value $8,788,468.

    13F-HR 0001398344-25-014143 filed by IMG Wealth Management, 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 205,992 shares
    Change vs previous 13F +10,850 shares

    6.59% of the 13F portfolio, value $7,341,555.

    13F-HR 0001398344-25-007524 filed by IMG Wealth Management, 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 195,142 shares
    Change vs previous 13F not available

    6.37% of the 13F portfolio, value $6,880,707.

    13F-HR 0001398344-25-002313 filed by IMG Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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