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KINTRA WEALTH, LLC: CGDV position timeline

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

KINTRA WEALTH, LLC held 162,624 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,624 shares
    Change vs previous 13F -38,955 shares

    0.44% of the 13F portfolio, value $8,365,377.

    13F-HR 0001904432-26-000004 filed by KINTRA WEALTH, 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 201,579 shares
    Change vs previous 13F +46,974 shares

    0.61% of the 13F portfolio, value $8,575,156.

    13F-HR 0001904432-26-000003 filed by KINTRA WEALTH, 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 154,605 shares
    Change vs previous 13F +116,419 shares

    0.94% of the 13F portfolio, value $6,746,976.

    13F-HR 0001904432-26-000002 filed by KINTRA WEALTH, 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 38,186 shares
    Change vs previous 13F -392 shares

    0.9% of the 13F portfolio, value $1,604,958.

    13F-HR 0001904432-25-000006 filed by KINTRA WEALTH, 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 38,578 shares
    Change vs previous 13F -9,767 shares

    0.92% of the 13F portfolio, value $1,523,453.

    13F-HR 0001904432-25-000004 filed by KINTRA WEALTH, 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 48,345 shares
    Change vs previous 13F +11,063 shares

    1.16% of the 13F portfolio, value $1,723,023.

    13F-HR 0001904432-25-000001 filed by KINTRA WEALTH, 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 37,282 shares
    Change vs previous 13F +19,948 shares

    0.92% of the 13F portfolio, value $1,314,570.

    13F-HR 0001356954-25-000002 filed by KINTRA WEALTH, 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 17,334 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $631,651.

    13F-HR 0001904432-24-000006 filed by KINTRA WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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