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Investment Insight Wealth Management, LLC: CGDV position timeline

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

Investment Insight Wealth Management, LLC held 41,430 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,430 shares
    Change vs previous 13F +3,224 shares

    1.77% of the 13F portfolio, value $2,042,217.

    13F-HR 0001172661-26-002799 filed by Investment Insight 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 38,206 shares
    Change vs previous 13F +1,551 shares

    1.75% of the 13F portfolio, value $1,625,721.

    13F-HR 0001172661-26-001561 filed by Investment Insight 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 36,655 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $1,599,645.

    13F-HR 0001172661-26-001322 filed by Investment Insight Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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