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Disclosery

KPP Advisory Services LLC: CGDV position timeline

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

KPP Advisory Services LLC held 344,673 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 344,673 shares
    Change vs previous 13F +7,327 shares

    2.15% of the 13F portfolio, value $16,985,474.

    13F-HR 0002085853-26-000853 filed by KPP Advisory Services 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 337,346 shares
    Change vs previous 13F +4,885 shares

    2.08% of the 13F portfolio, value $14,350,720.

    13F-HR 0002085853-26-000495 filed by KPP Advisory Services 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 332,461 shares
    Change vs previous 13F +83,804 shares

    2.11% of the 13F portfolio, value $14,508,600.

    13F-HR 0002085853-26-000162 filed by KPP Advisory Services 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 248,657 shares
    Change vs previous 13F -24,434 shares

    1.55% of the 13F portfolio, value $10,451,063.

    13F-HR 0002085853-25-000214 filed by KPP Advisory Services 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/A 273,091 shares
    Change vs previous 13F +5,935 shares

    1.78% of the 13F portfolio, value $10,784,371.

    13F-HR/A 0001667731-25-001015 filed by KPP Advisory Services 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 267,156 shares
    Change vs previous 13F +1,986 shares

    1.81% of the 13F portfolio, value $9,521,432.

    13F-HR 0001667731-25-000500 filed by KPP Advisory Services 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 265,170 shares
    Change vs previous 13F -118 shares

    2.2% of the 13F portfolio, value $9,349,894.

    13F-HR 0001667731-25-000119 filed by KPP Advisory Services 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 265,288 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $9,667,101.

    13F-HR 0001989349-24-000002 filed by KPP Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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