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Kovack Advisors, Inc.: CGDV position timeline

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

Kovack Advisors, Inc. held 216,386 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 216,386 shares
    Change vs previous 13F -12,978 shares

    0.51% of the 13F portfolio, value $10,648,168.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, 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 229,364 shares
    Change vs previous 13F +1,188 shares

    0.52% of the 13F portfolio, value $9,825,673.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, 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/A 228,176 shares
    Change vs previous 13F +159,893 shares

    0.47% of the 13F portfolio, value $9,957,582.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
    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 68,283 shares
    Change vs previous 13F +39,302 shares

    0.27% of the 13F portfolio, value $2,869,914.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, Inc.
    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 28,981 shares
    Change vs previous 13F +4,939 shares

    0.11% of the 13F portfolio, value $1,144,466.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
    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 24,042 shares
    Change vs previous 13F +2,507 shares

    0.09% of the 13F portfolio, value $856,852.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
    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 21,535 shares
    Change vs previous 13F +8,333 shares

    0.07% of the 13F portfolio, value $759,318.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
    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 13,202 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $481,087.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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