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Disclosery

Kuhn & Co Investment Counsel: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kuhn & Co Investment Counsel on CGDV, newest first. How the timeline and the estimate are built.

Kuhn & Co Investment Counsel held 94,665 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 94,665 shares
    Change vs previous 13F -1,093 shares

    2.7% of the 13F portfolio, value $4,665,092.

    13F-HR 0001172661-26-002984 filed by Kuhn & Co Investment Counsel
    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 95,758 shares
    Change vs previous 13F +9,576 shares

    2.62% of the 13F portfolio, value $4,073,546.

    13F-HR 0001172661-26-001698 filed by Kuhn & Co Investment Counsel
    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 86,182 shares
    Change vs previous 13F +10,235 shares

    2.51% of the 13F portfolio, value $3,760,983.

    13F-HR 0001172661-26-000534 filed by Kuhn & Co Investment Counsel
    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 75,947 shares
    Change vs previous 13F -1,295 shares

    2.53% of the 13F portfolio, value $3,192,053.

    13F-HR 0001172661-25-004454 filed by Kuhn & Co Investment Counsel
    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 77,242 shares
    Change vs previous 13F +9,565 shares

    2.31% of the 13F portfolio, value $3,050,287.

    13F-HR 0001172661-25-003099 filed by Kuhn & Co Investment Counsel
    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 67,677 shares
    Change vs previous 13F +6,852 shares

    2.03% of the 13F portfolio, value $2,412,009.

    13F-HR 0001172661-25-001870 filed by Kuhn & Co Investment Counsel
    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 60,825 shares
    Change vs previous 13F +4,858 shares

    1.82% of the 13F portfolio, value $2,144,690.

    13F-HR 0001172661-25-000430 filed by Kuhn & Co Investment Counsel
    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 55,967 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $2,039,438.

    13F-HR 0001172661-24-004802 filed by Kuhn & Co Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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