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LANDAAS & CO /WI /ADV: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LANDAAS & CO /WI /ADV on CGDV, newest first. How the timeline and the estimate are built.

LANDAAS & CO /WI /ADV held 100,128 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,128 shares
    Change vs previous 13F +28,956 shares

    0.9% of the 13F portfolio, value $4,934,313.

    13F-HR 0000913990-26-000011 filed by LANDAAS & CO /WI /ADV
    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 71,172 shares
    Change vs previous 13F +4,266 shares

    0.66% of the 13F portfolio, value $3,027,671.

    13F-HR 0000913990-26-000010 filed by LANDAAS & CO /WI /ADV
    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 66,906 shares
    Change vs previous 13F +40,058 shares

    0.64% of the 13F portfolio, value $2,919,792.

    13F-HR 0000913990-26-000006 filed by LANDAAS & CO /WI /ADV
    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 26,848 shares
    Change vs previous 13F +21,579 shares

    0.26% of the 13F portfolio, value $1,128,000.

    13F-HR 0001104659-25-106012 filed by LANDAAS & CO /WI /ADV
    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 5,269 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $208,000.

    13F-HR 0001104659-25-075989 filed by LANDAAS & CO /WI /ADV
    Filed (acceptance time not in the bulk data set), ingested

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