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Disclosery

KWB Wealth: CGDV position timeline

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

KWB Wealth held 579,994 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 579,994 shares
    Change vs previous 13F +80,395 shares

    2.45% of the 13F portfolio, value $28,582,127.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 499,599 shares
    Change vs previous 13F -2,013 shares

    2.16% of the 13F portfolio, value $21,802,492.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 501,612 shares
    Change vs previous 13F +199,183 shares

    2.07% of the 13F portfolio, value $21,890,340.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 302,429 shares
    Change vs previous 13F +102,375 shares

    1.32% of the 13F portfolio, value $11,942,930.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 200,054 shares
    Change vs previous 13F +73,630 shares

    0.87% of the 13F portfolio, value $7,129,914.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 126,424 shares
    Change vs previous 13F +100,454 shares

    0.54% of the 13F portfolio, value $4,457,707.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 25,970 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $946,347.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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