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J. Derek Lewis & Associates Inc.: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J. Derek Lewis & Associates Inc. on CGDV, newest first. How the timeline and the estimate are built.

J. Derek Lewis & Associates Inc. held 805,749 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 805,749 shares
    Change vs previous 13F +50,828 shares

    7.5% of the 13F portfolio, value $39,707,587.

    13F-HR 0002077884-26-000004 filed by J. Derek Lewis & Associates 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/A 754,921 shares
    Change vs previous 13F +35,551 shares

    7.22% of the 13F portfolio, value $32,115,564.

    13F-HR/A 0002077884-26-000003 filed by J. Derek Lewis & Associates 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 719,370 shares
    Change vs previous 13F not available

    7.35% of the 13F portfolio, value $31,393,168.

    13F-HR 0002077884-26-000001 filed by J. Derek Lewis & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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