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Disclosery

Intrua Financial, LLC: CGDV position timeline

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

Intrua Financial, LLC held 25,999 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,999 shares
    Change vs previous 13F +5,039 shares

    0.12% of the 13F portfolio, value $1,281,217.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 20,960 shares
    Change vs previous 13F +1,784 shares

    0.1% of the 13F portfolio, value $891,631.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 19,176 shares
    Change vs previous 13F +3,266 shares

    0.09% of the 13F portfolio, value $836,833.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 15,910 shares
    Change vs previous 13F +1,631 shares

    0.08% of the 13F portfolio, value $668,680.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, 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 14,279 shares
    Change vs previous 13F +1,839 shares

    0.08% of the 13F portfolio, value $563,881.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, 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 12,440 shares
    Change vs previous 13F +5,482 shares

    0.07% of the 13F portfolio, value $443,359.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, 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 6,958 shares
    Change vs previous 13F +910 shares

    0.04% of the 13F portfolio, value $245,337.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, LLC
    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 6,048 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $220,374.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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