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Investment Advisory Group, LLC: CGDV position timeline

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

Investment Advisory Group, LLC held 84,213 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,213 shares
    Change vs previous 13F +24,284 shares

    0.9% of the 13F portfolio, value $4,150,016.

    13F-HR 0001951757-26-001112 filed by Investment Advisory Group, 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 59,929 shares
    Change vs previous 13F +24,565 shares

    0.65% of the 13F portfolio, value $2,549,377.

    13F-HR 0001951757-26-000704 filed by Investment Advisory Group, 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 35,364 shares
    Change vs previous 13F +19,536 shares

    0.4% of the 13F portfolio, value $1,543,303.

    13F-HR 0001951757-26-000283 filed by Investment Advisory Group, 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 15,828 shares
    Change vs previous 13F +6,959 shares

    0.18% of the 13F portfolio, value $665,232.

    13F-HR 0001951757-25-001244 filed by Investment Advisory Group, 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 8,869 shares
    Change vs previous 13F +1,386 shares

    0.11% of the 13F portfolio, value $350,253.

    13F-HR 0001951757-25-000952 filed by Investment Advisory Group, 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 7,483 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $266,701.

    13F-HR 0001951757-25-000353 filed by Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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