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Johnson Bixby & Associates, LLC: CGDV position timeline

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

Johnson Bixby & Associates, LLC held 2,140,742 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,140,742 shares
    Change vs previous 13F +31,034 shares

    11.78% of the 13F portfolio, value $105,495,741.

    13F-HR 0001844238-26-000004 filed by Johnson Bixby & Associates, 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 2,109,708 shares
    Change vs previous 13F +38,580 shares

    11.13% of the 13F portfolio, value $89,746,963.

    13F-HR 0001844238-26-000003 filed by Johnson Bixby & Associates, 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 2,071,128 shares
    Change vs previous 13F +62,875 shares

    11.2% of the 13F portfolio, value $90,384,010.

    13F-HR 0001844238-26-000001 filed by Johnson Bixby & Associates, 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 2,008,253 shares
    Change vs previous 13F +39,667 shares

    10.82% of the 13F portfolio, value $84,406,861.

    13F-HR 0001844238-25-000004 filed by Johnson Bixby & Associates, 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 1,968,586 shares
    Change vs previous 13F +46,774 shares

    10.68% of the 13F portfolio, value $77,739,471.

    13F-HR 0001085146-25-003925 filed by Johnson Bixby & Associates, 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 1,921,812 shares
    Change vs previous 13F -66,709 shares

    10.24% of the 13F portfolio, value $68,493,386.

    13F-HR 0001085146-25-002252 filed by Johnson Bixby & Associates, 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 1,988,521 shares
    Change vs previous 13F +51,838 shares

    10.7% of the 13F portfolio, value $70,115,257.

    13F-HR 0001085146-25-000320 filed by Johnson Bixby & Associates, 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 1,936,683 shares
    Change vs previous 13F not available

    10.75% of the 13F portfolio, value $70,572,733.

    13F-HR 0001085146-24-004833 filed by Johnson Bixby & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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