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Disclosery

Investment Advisory Services Group LLC: CGDV position timeline

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

Investment Advisory Services Group LLC held 166,902 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,902 shares
    Change vs previous 13F +17,106 shares

    6.02% of the 13F portfolio, value $8,224,948.

    13F-HR 0002099157-26-000004 filed by Investment Advisory Services 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 149,796 shares
    Change vs previous 13F +72,452 shares

    5.54% of the 13F portfolio, value $6,372,301.

    13F-HR 0002099157-26-000003 filed by Investment Advisory Services 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 77,344 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $3,375,285.

    13F-HR 0002099157-26-000002 filed by Investment Advisory Services Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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